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Gerber Kawasaki Wealth & Investment Management’s Roku ROKU Stock Holding History

Gerber Kawasaki Wealth & 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
-5
Closed -$5K – 915
2021
Q3 		$5K Buy
+5
New +$1.88K ﹤0.01% 771

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 $1.56T AUM 27.86% 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

Gerber Kawasaki Wealth & Investment Management's ROKU Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Roku (ROKU) in Q4 2021, closing a stake of 5 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ROKU in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 792 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 5 Roku shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Roku in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Roku position peaked at $5K in Q3 2021.
  • 792 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.