Greenwood Gearhart’s Roku ROKU Stock Holding History

Greenwood Gearhart’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 Q1	–	Sell	-30	Closed	-$2.75K	–	241
2023 Q4	$2.75K	Buy	+30	New	+$2.51K	﹤0.01%	269

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Greenwood Gearhart's ROKU Position: Q1 2024 in Review

Greenwood Gearhart sold out of Roku (ROKU) in Q1 2024, closing a stake of 30 shares — an estimated $2.75K sold.

Greenwood Gearhart first reported a position in ROKU in Q4 2023 and held it in 1 quarter. The position peaked at $2.75K in Q4 2023. 574 funds tracked by Wall St. Rank hold ROKU as of Q1 2024.

Greenwood Gearhart reported no remaining Roku position as of Q1 2024 after selling out during the quarter.
Greenwood Gearhart sold 30 Roku shares in Q1 2024, an estimated $2.75K.
Greenwood Gearhart first reported a position in Roku in Q4 2023 and held it in 1 quarter.
Greenwood Gearhart's Roku position peaked at $2.75K in Q4 2023.
574 funds tracked by Wall St. Rank held Roku as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.