Better Money Decisions’s Roku ROKU Stock Holding History

Better Money Decisions’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	Closed	–	–	351
2022 Q2	$0	Buy	+5	New	+$484	﹤0.01%	485
2021 Q4	–	Sell	-300	Closed	-$94K	–	458
2021 Q3	$94K	Hold	300	–	–	0.08%	115
2021 Q2	$138K	Hold	300	–	–	0.12%	84
2021 Q1	$98K	Buy	+300	New	+$118K	0.1%	86

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

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

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 New York $5.72T AUM 30.48% 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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Better Money Decisions's ROKU Position: Q3 2022 in Review

Better Money Decisions sold out of Roku (ROKU) in Q3 2022, closing a stake of 5 shares.

Better Money Decisions first reported a position in ROKU in Q1 2021 and held it in 4 quarters. The position peaked at $138K in Q2 2021. 553 funds tracked by Wall St. Rank hold ROKU as of Q3 2022.

Better Money Decisions reported no remaining Roku position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 5 Roku shares in Q3 2022.
Better Money Decisions first reported a position in Roku in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Roku position peaked at $138K in Q2 2021.
553 funds tracked by Wall St. Rank held Roku as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.