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FLP Wealth Management’s Roku ROKU Stock Holding History

FLP Wealth 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
2025
Q1 		– Sell
-22
Closed -$1.64K – 361
2024
Q4 		$1.64K Buy
+22
New +$1.67K ﹤0.01% 392

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

FLP Wealth Management's ROKU Position: Q1 2025 in Review

FLP Wealth Management sold out of Roku (ROKU) in Q1 2025, closing a stake of 22 shares — an estimated $1.64K sold.

FLP Wealth Management first reported a position in ROKU in Q4 2024 and held it in 1 quarter. The position peaked at $1.64K in Q4 2024. 592 funds tracked by Wall St. Rank hold ROKU as of Q1 2025.

  • FLP Wealth Management reported no remaining Roku position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 22 Roku shares in Q1 2025, an estimated $1.64K.
  • FLP Wealth Management first reported a position in Roku in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Roku position peaked at $1.64K in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Roku as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.