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Hartford Financial Management’s Roku ROKU Stock Holding History

Hartford Financial 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
Q2 		– Sell
-35
Closed -$2.28K – 415
2024
Q1 		$2.28K Hold
35
– – ﹤0.01% 361
2023
Q4 		$3.21K Hold
35
– – ﹤0.01% 353
2023
Q3 		$2.47K Hold
35
– – ﹤0.01% 361
2023
Q2 		$2.24K Hold
35
– – ﹤0.01% 343
2023
Q1 		$2.3K Hold
35
– – ﹤0.01% 343
2022
Q4 		$1.42K Sell
35
-136
-80% -$7.11K ﹤0.01% 356
2022
Q3 		$10K Hold
171
– – ﹤0.01% 280
2022
Q2 		$14K Hold
171
– – ﹤0.01% 262
2022
Q1 		$21K Hold
171
– – 0.01% 253
2021
Q4 		$39K Sell
171
-50
-23% -$13.5K 0.01% 226
2021
Q3 		$69K Hold
221
– – 0.02% 196
2021
Q2 		$101K Hold
221
– – 0.03% 176
2021
Q1 		$72K Sell
221
-15
-6% -$5.88K 0.02% 185
2020
Q4 		$78K Buy
236
+30
+15% +$7.87K 0.02% 183
2020
Q3 		$39K Sell
206
-40
-16% -$6.33K 0.01% 206
2020
Q2 		$29K Sell
246
-245
-50% -$28K 0.01% 224
2020
Q1 		$43K Sell
491
-604
-55% -$69.5K 0.02% 193
2019
Q4 		$147K Buy
1,095
+250
+30% +$34.4K 0.05% 163
2019
Q3 		$86K Buy
845
+245
+41% +$30K 0.03% 186
2019
Q2 		$54K Sell
600
-500
-45% -$40.1K 0.02% 209
2019
Q1 		$71K Buy
1,100
+1,000
+1,000% +$53.5K 0.02% 196
2018
Q4 		$3K Hold
100
– – ﹤0.01% 370
2018
Q3 		$7K Hold
100
– – ﹤0.01% 344
2018
Q2 		$4K Hold
100
– – ﹤0.01% 364
2018
Q1 		$3K Sell
100
-1,000
-91% -$41.2K ﹤0.01% 308
2017
Q4 		$56K Buy
+1,100
New +$37.9K 0.03% 179

Other funds holding ROKU

Fidelity Investments
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
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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Hartford Financial Management's ROKU Position: Q2 2024 in Review

Hartford Financial Management sold out of Roku (ROKU) in Q2 2024, closing a stake of 35 shares — an estimated $2.28K sold.

Hartford Financial Management first reported a position in ROKU in Q4 2017 and held it in 26 quarters. The position peaked at $147K in Q4 2019. 534 funds tracked by Wall St. Rank hold ROKU as of Q2 2024.

  • Hartford Financial Management reported no remaining Roku position as of Q2 2024 after selling out during the quarter.
  • Hartford Financial Management sold 35 Roku shares in Q2 2024, an estimated $2.28K.
  • Hartford Financial Management first reported a position in Roku in Q4 2017 and held it in 26 quarters.
  • Hartford Financial Management's Roku position peaked at $147K in Q4 2019.
  • 534 funds tracked by Wall St. Rank held Roku as of Q2 2024.

Based on Hartford Financial Management's 13F filing for Q2 2024, filed 9 Aug 2024.