Clear Creek Financial Management’s Roku ROKU Stock Holding History

Clear Creek Financial Management’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 Q1	–	Sell	-2,391	Closed	-$793K	–	211
2020 Q4	$793K	Buy	+2,391	New	+$627K	0.15%	138
2019 Q4	–	Sell	-2,060	Closed	-$293K	–	149
2019 Q3	$293K	Buy	+2,060	New	+$252K	0.14%	87

Other funds holding ROKU

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Creek Financial Management's ROKU Position: Q1 2021 in Review

Clear Creek Financial Management sold out of Roku (ROKU) in Q1 2021, closing a stake of 2,391 shares — an estimated $793K sold.

Clear Creek Financial Management first reported a position in ROKU in Q3 2019 and held it in 2 quarters. The position peaked at $793K in Q4 2020. 817 funds tracked by Wall St. Rank hold ROKU as of Q1 2021.

Clear Creek Financial Management reported no remaining Roku position as of Q1 2021 after selling out during the quarter.
Clear Creek Financial Management sold 2,391 Roku shares in Q1 2021, an estimated $793K.
Clear Creek Financial Management first reported a position in Roku in Q3 2019 and held it in 2 quarters.
Clear Creek Financial Management's Roku position peaked at $793K in Q4 2020.
817 funds tracked by Wall St. Rank held Roku as of Q1 2021.

Based on Clear Creek Financial Management's 13F filing for Q1 2021, filed 23 Apr 2021.