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Financial Advocates Investment Management’s Roku ROKU Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-1,025
Closed -$322K – 807
2021
Q3 		$322K Buy
1,025
+87
+9% +$32.8K 0.02% 600
2021
Q2 		$431K Sell
938
-216
-19% -$76.4K 0.03% 512
2021
Q1 		$376K Buy
1,154
+200
+21% +$78.4K 0.03% 546
2020
Q4 		$316K Buy
+954
New +$250K 0.02% 550

Other funds holding ROKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Financial Advocates Investment Management's ROKU Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of Roku (ROKU) in Q4 2021, closing a stake of 1,025 shares — an estimated $322K sold.

Financial Advocates Investment Management first reported a position in ROKU in Q4 2020 and held it in 4 quarters. The position peaked at $431K in Q2 2021. 792 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,025 Roku shares in Q4 2021, an estimated $322K.
  • Financial Advocates Investment Management first reported a position in Roku in Q4 2020 and held it in 4 quarters.
  • Financial Advocates Investment Management's Roku position peaked at $431K in Q2 2021.
  • 792 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.