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Howard Wealth Management’s Roku ROKU Stock Holding History

Howard 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
Q3 		– Sell
-529
Closed -$242K – 129
2021
Q2 		$242K Buy
+529
New +$187K 0.13% 116
2020
Q1 		– Sell
-364
Closed -$48K – 398
2019
Q4 		$48K Buy
+364
New +$50K 0.04% 206

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Howard Wealth Management's ROKU Position: Q3 2021 in Review

Howard Wealth Management sold out of Roku (ROKU) in Q3 2021, closing a stake of 529 shares — an estimated $242K sold.

Howard Wealth Management first reported a position in ROKU in Q4 2019 and held it in 2 quarters. The position peaked at $242K in Q2 2021. 823 funds tracked by Wall St. Rank hold ROKU as of Q3 2021.

  • Howard Wealth Management reported no remaining Roku position as of Q3 2021 after selling out during the quarter.
  • Howard Wealth Management sold 529 Roku shares in Q3 2021, an estimated $242K.
  • Howard Wealth Management first reported a position in Roku in Q4 2019 and held it in 2 quarters.
  • Howard Wealth Management's Roku position peaked at $242K in Q2 2021.
  • 823 funds tracked by Wall St. Rank held Roku as of Q3 2021.

Based on Howard Wealth Management's 13F filing for Q3 2021, filed 19 Oct 2021.