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HC Financial Advisors’s Roku ROKU Stock Holding History

HC Financial Advisors’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
2022
Q2 		$0 Hold
3
– – ﹤0.01% 356
2022
Q1 		$0 Hold
3
– – ﹤0.01% 335
2021
Q4 		$1K Hold
3
– – ﹤0.01% 313
2021
Q3 		$1K Hold
3
– – ﹤0.01% 317
2021
Q2 		$1K Hold
3
– – ﹤0.01% 326
2021
Q1 		$1K Buy
+3
New +$1.18K ﹤0.01% 330

Other funds holding ROKU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HC Financial Advisors's ROKU Position: Q2 2022 in Review

HC Financial Advisors held its Roku (ROKU) position steady in Q2 2022 at 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #356.

HC Financial Advisors first reported a position in ROKU in Q1 2021 and has held it in 6 quarters since. The position peaked at $1K in Q4 2021. 599 funds tracked by Wall St. Rank hold ROKU as of Q2 2022.

  • HC Financial Advisors held 3 shares of Roku worth $0 as of Q2 2022.
  • HC Financial Advisors left its Roku share count unchanged in Q2 2022.
  • Roku made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #356 holding.
  • HC Financial Advisors first reported a position in Roku in Q1 2021 and has held it in 6 quarters since.
  • HC Financial Advisors's Roku position peaked at $1K in Q4 2021.
  • 599 funds tracked by Wall St. Rank held Roku as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.