Clearview Wealth Advisors’s Roku ROKU Stock Holding History

Clearview 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
2023 Q3	–	Sell	-10	Closed	-$640	–	514
2023 Q2	$640	Buy	+10	New	+$607	﹤0.01%	627
2023 Q1	–	Sell	-10	Closed	-$407	–	701
2022 Q4	$407	Sell	10 -20	-67%	-$1.04K	﹤0.01%	565
2022 Q3	$2K	Buy	+30	New	+$2.28K	﹤0.01%	499
2022 Q1	–	Sell	-2	Closed	-$1K	–	680
2021 Q4	$1K	Buy	+2	New	+$539	﹤0.01%	660

Other funds holding ROKU

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Clearview Wealth Advisors's ROKU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Roku (ROKU) in Q3 2023, closing a stake of 10 shares — an estimated $640 sold.

Clearview Wealth Advisors first reported a position in ROKU in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 540 funds tracked by Wall St. Rank hold ROKU as of Q3 2023.

Clearview Wealth Advisors reported no remaining Roku position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 10 Roku shares in Q3 2023, an estimated $640.
Clearview Wealth Advisors first reported a position in Roku in Q4 2021 and held it in 4 quarters.
Clearview Wealth Advisors's Roku position peaked at $2K in Q3 2022.
540 funds tracked by Wall St. Rank held Roku as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.