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Harvest Group Wealth Management’s Roku ROKU Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-10
Closed -$3K – 560
2020
Q4 		$3K Hold
10
– – ﹤0.01% 313
2020
Q3 		$2K Sell
10
-9
-47% -$1.42K ﹤0.01% 370
2020
Q2 		$2K Buy
+19
New +$2.17K ﹤0.01% 322

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Group Wealth Management's ROKU Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Roku (ROKU) in Q1 2021, closing a stake of 10 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in ROKU in Q2 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 817 funds tracked by Wall St. Rank hold ROKU as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Roku position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Roku shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Roku in Q2 2020 and held it in 3 quarters.
  • Harvest Group Wealth Management's Roku position peaked at $3K in Q4 2020.
  • 817 funds tracked by Wall St. Rank held Roku as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.