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Clear Point Advisors’s Roku ROKU Stock Holding History

Clear Point 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
Q4 		– Sell
-10
Closed -$747 – 442
2024
Q3 		$747 Hold
10
– – ﹤0.01% 489
2024
Q2 		$599 Hold
10
– – ﹤0.01% 489
2024
Q1 		$652 Hold
10
– – ﹤0.01% 487
2023
Q4 		$917 Buy
+10
New +$836 ﹤0.01% 454

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Clear Point Advisors's ROKU Position: Q4 2024 in Review

Clear Point Advisors sold out of Roku (ROKU) in Q4 2024, closing a stake of 10 shares — an estimated $747 sold.

Clear Point Advisors first reported a position in ROKU in Q4 2023 and held it in 4 quarters. The position peaked at $917 in Q4 2023. 557 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

  • Clear Point Advisors reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 10 Roku shares in Q4 2024, an estimated $747.
  • Clear Point Advisors first reported a position in Roku in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Roku position peaked at $917 in Q4 2023.
  • 557 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.