Bedel Financial Consulting’s Roku ROKU Stock Holding History

Bedel Financial Consulting’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-25	Closed	-$3K	–	737
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	845
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	758
2021 Q3	$8K	Hold	25	–	–	﹤0.01%	709
2021 Q2	$11K	Hold	25	–	–	﹤0.01%	658
2021 Q1	$8K	Hold	25	–	–	﹤0.01%	678
2020 Q4	$8K	Hold	25	–	–	﹤0.01%	595
2020 Q3	$5K	Hold	25	–	–	﹤0.01%	617
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	658
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	696
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	652
2019 Q3	$3K	Buy	+25	New	+$3.06K	﹤0.01%	627

Other funds holding ROKU

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bedel Financial Consulting's ROKU Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Roku (ROKU) in Q2 2022, closing a stake of 25 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in ROKU in Q3 2019 and held it in 11 quarters. The position peaked at $11K in Q2 2021. 598 funds tracked by Wall St. Rank hold ROKU as of Q2 2022.

Bedel Financial Consulting reported no remaining Roku position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 25 Roku shares in Q2 2022, an estimated $3K.
Bedel Financial Consulting first reported a position in Roku in Q3 2019 and held it in 11 quarters.
Bedel Financial Consulting's Roku position peaked at $11K in Q2 2021.
598 funds tracked by Wall St. Rank held Roku as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.