Householder Group Estate & Retirement Specialist’s Roku ROKU Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-260	Closed	-$19K	–	1062
2024 Q3	$19K	Hold	260	–	–	0.01%	698
2024 Q2	$15K	Hold	260	–	–	﹤0.01%	736
2024 Q1	$16.9K	Buy	260 +160	+160%	+$12.4K	0.01%	706
2023 Q4	$9K	Sell	100 -12	-11%	-$1K	﹤0.01%	795
2023 Q3	$7.91K	Buy	+112	New	+$8.67K	﹤0.01%	842
2023 Q1	$7K	Buy	112 +100	+833%	+$5.85K	﹤0.01%	892
2022 Q4	$0	Sell	12 -272	-96%	-$14.2K	﹤0.01%	944
2022 Q3	$16K	Buy	+284	New	+$21.6K	0.01%	629

Other funds holding ROKU

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

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

AIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ROKU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Roku (ROKU) in Q4 2024, closing a stake of 260 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in ROKU in Q3 2022 and held it in 8 quarters. The position peaked at $19K in Q3 2024. 558 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 260 Roku shares in Q4 2024, an estimated $19K.
Householder Group Estate & Retirement Specialist first reported a position in Roku in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Roku position peaked at $19K in Q3 2024.
558 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.