Future Financial Wealth Management’s Roku ROKU Stock Holding History

Future Financial 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
2024 Q4	–	Sell	-575	Closed	-$42.9K	–	466
2024 Q3	$42.9K	Buy	+575	New	+$36.8K	0.03%	274
2024 Q2	–	Sell	-75	Closed	-$4.89K	–	378
2024 Q1	$4.89K	Buy	+75	New	+$5.83K	﹤0.01%	434
2022 Q2	–	Sell	-75	Closed	-$9K	–	393
2022 Q1	$9K	Hold	75	–	–	0.01%	436
2021 Q4	$17K	Buy	+75	New	+$20.2K	0.01%	386
2021 Q1	–	Sell	-1,000	Closed	-$332K	–	121
2020 Q4	$332K	Buy	+1,000	New	+$262K	0.38%	78

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Future Financial Wealth Management's ROKU Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Roku (ROKU) in Q4 2024, closing a stake of 575 shares — an estimated $42.9K sold.

Future Financial Wealth Management first reported a position in ROKU in Q4 2020 and held it in 5 quarters. The position peaked at $332K in Q4 2020. 557 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

Future Financial Wealth Management reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
Future Financial Wealth Management sold 575 Roku shares in Q4 2024, an estimated $42.9K.
Future Financial Wealth Management first reported a position in Roku in Q4 2020 and held it in 5 quarters.
Future Financial Wealth Management's Roku position peaked at $332K in Q4 2020.
557 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.