Clarity Wealth Advisors’s Roku ROKU Stock Holding History

Clarity 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
2024 Q1	–	Sell	-2,465	Closed	-$226K	–	91
2023 Q4	$226K	Buy	+2,465	New	+$206K	0.09%	79
2022 Q3	–	Sell	-2,495	Closed	-$204K	–	68
2022 Q2	$204K	Hold	2,495	–	–	0.12%	70
2022 Q1	$312K	Buy	2,495 +100	+4%	+$14.7K	0.15%	53
2021 Q4	$546K	Sell	2,395 -78	-3%	-$21K	0.25%	44
2021 Q3	$774K	Hold	2,473	–	–	0.38%	37
2021 Q2	$1.14M	Hold	2,473	–	–	0.59%	33
2021 Q1	$805K	Sell	2,473 -125	-5%	-$49K	0.46%	36
2020 Q4	$862K	Buy	2,598 +78	+3%	+$20.5K	0.52%	35
2020 Q3	$475K	Sell	2,520 -780	-24%	-$123K	0.34%	43
2020 Q2	$384K	Sell	3,300 -700	-18%	-$80.1K	0.3%	48
2020 Q1	$349K	Buy	4,000 +500	+14%	+$57.6K	0.36%	43
2019 Q4	$468K	Buy	+3,500	New	+$481K	0.39%	39

Other funds holding ROKU

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

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 $175B AUM 40.63% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clarity Wealth Advisors's ROKU Position: Q1 2024 in Review

Clarity Wealth Advisors sold out of Roku (ROKU) in Q1 2024, closing a stake of 2,465 shares — an estimated $226K sold.

Clarity Wealth Advisors first reported a position in ROKU in Q4 2019 and held it in 12 quarters. The position peaked at $1.14M in Q2 2021. 575 funds tracked by Wall St. Rank hold ROKU as of Q1 2024.

Clarity Wealth Advisors reported no remaining Roku position as of Q1 2024 after selling out during the quarter.
Clarity Wealth Advisors sold 2,465 Roku shares in Q1 2024, an estimated $226K.
Clarity Wealth Advisors first reported a position in Roku in Q4 2019 and held it in 12 quarters.
Clarity Wealth Advisors's Roku position peaked at $1.14M in Q2 2021.
575 funds tracked by Wall St. Rank held Roku as of Q1 2024.

Based on Clarity Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.