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Financial Architects (New Jersey)’s Roku ROKU Stock Holding History

Financial Architects (New Jersey)’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
2019
Q4 		– Sell
-100
Closed -$10K – 987
2019
Q3 		$10K Buy
+100
New +$12.2K ﹤0.01% 730
2018
Q2 		– Sell
-700
Closed -$22K – 1478
2018
Q1 		$22K Buy
700
+300
+75% +$12.3K ﹤0.01% 865
2017
Q4 		$21K Buy
+400
New +$13.8K ﹤0.01% 953

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
BlackRock
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Architects (New Jersey)'s ROKU Position: Q1 2021 in Review

Financial Architects (New Jersey) sold out of Roku (ROKU) in Q1 2021, closing a stake of 774 shares — an estimated $257K sold.

Financial Architects (New Jersey) first reported a position in ROKU in Q4 2017 and held it in 9 quarters. The position peaked at $804K in Q4 2019. 817 funds tracked by Wall St. Rank hold ROKU as of Q1 2021.

  • Financial Architects (New Jersey) reported no remaining Roku position as of Q1 2021 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 774 Roku shares in Q1 2021, an estimated $257K.
  • Financial Architects (New Jersey) first reported a position in Roku in Q4 2017 and held it in 9 quarters.
  • Financial Architects (New Jersey)'s Roku position peaked at $804K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held Roku as of Q1 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2021, filed 17 May 2021.