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Buckingham Strategic Wealth’s Roku ROKU Stock Holding History

Buckingham Strategic Wealth’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
2021
Q4 		– Sell
-699
Closed -$219K – 622
2021
Q3 		$219K Buy
699
+93
+15% +$35K ﹤0.01% 546
2021
Q2 		$278K Sell
606
-144
-19% -$50.9K 0.01% 479
2021
Q1 		$244K Buy
750
+5
+0.7% +$1.96K 0.01% 473
2020
Q4 		$247K Buy
+745
New +$195K 0.01% 457

Other funds holding ROKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Buckingham Strategic Wealth's ROKU Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of Roku (ROKU) in Q4 2021, closing a stake of 699 shares — an estimated $219K sold.

Buckingham Strategic Wealth first reported a position in ROKU in Q4 2020 and held it in 4 quarters. The position peaked at $278K in Q2 2021. 791 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 699 Roku shares in Q4 2021, an estimated $219K.
  • Buckingham Strategic Wealth first reported a position in Roku in Q4 2020 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Roku position peaked at $278K in Q2 2021.
  • 791 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.