BBWA
ROKU icon

Bell & Brown Wealth Advisors’s Roku ROKU Stock Holding History

Bell & Brown Wealth Advisors’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
Q3 		– Sell
-5,000
Closed -$411K – 70
2022
Q2 		$411K Buy
+5,000
New +$484K 0.22% 60

Other funds holding ROKU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bell & Brown Wealth Advisors's ROKU Position: Q3 2022 in Review

Bell & Brown Wealth Advisors sold out of Roku (ROKU) in Q3 2022, closing a stake of 5,000 shares — an estimated $411K sold.

Bell & Brown Wealth Advisors first reported a position in ROKU in Q2 2022 and held it in 1 quarter. The position peaked at $411K in Q2 2022. 553 funds tracked by Wall St. Rank hold ROKU as of Q3 2022.

  • Bell & Brown Wealth Advisors reported no remaining Roku position as of Q3 2022 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 5,000 Roku shares in Q3 2022, an estimated $411K.
  • Bell & Brown Wealth Advisors first reported a position in Roku in Q2 2022 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's Roku position peaked at $411K in Q2 2022.
  • 553 funds tracked by Wall St. Rank held Roku as of Q3 2022.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.