Creative Financial Designs’s Roku ROKU Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-115	Closed	-$6.89K	–	1722
2024 Q2	$6.89K	Hold	115	–	–	﹤0.01%	1258
2024 Q1	$7.5K	Sell	115 -200	-63%	-$15.6K	﹤0.01%	1219
2023 Q4	$28.9K	Buy	+315	New	+$26.3K	﹤0.01%	822
2023 Q2	–	Sell	-17	Closed	-$1.12K	–	1509
2023 Q1	$1.12K	Buy	+17	New	+$995	﹤0.01%	1296
2021 Q4	–	Sell	-100	Closed	-$31K	–	1401
2021 Q3	$31K	Sell	100 -20	-17%	-$7.54K	0.01%	749
2021 Q2	$55K	Sell	120 -30	-20%	-$10.6K	0.01%	581
2021 Q1	$49K	Buy	150 +25	+20%	+$9.8K	0.01%	573
2020 Q4	$42K	Buy	125 +100	+400%	+$26.2K	0.01%	552
2020 Q3	$5K	Hold	25	–	–	﹤0.01%	941
2020 Q2	$3K	Sell	25 -90	-78%	-$10.3K	﹤0.01%	975
2020 Q1	$10K	Sell	115 -300	-72%	-$34.5K	0.01%	344
2019 Q4	$57K	Buy	415 +215	+108%	+$29.5K	0.03%	239
2019 Q3	$21K	Buy	+200	New	+$24.5K	0.01%	329

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Creative Financial Designs's ROKU Position: Q3 2024 in Review

Creative Financial Designs sold out of Roku (ROKU) in Q3 2024, closing a stake of 115 shares — an estimated $6.89K sold.

Creative Financial Designs first reported a position in ROKU in Q3 2019 and held it in 13 quarters. The position peaked at $57K in Q4 2019. 539 funds tracked by Wall St. Rank hold ROKU as of Q3 2024.

Creative Financial Designs reported no remaining Roku position as of Q3 2024 after selling out during the quarter.
Creative Financial Designs sold 115 Roku shares in Q3 2024, an estimated $6.89K.
Creative Financial Designs first reported a position in Roku in Q3 2019 and held it in 13 quarters.
Creative Financial Designs's Roku position peaked at $57K in Q4 2019.
539 funds tracked by Wall St. Rank held Roku as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.