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Impact Partnership Wealth’s Roku ROKU Stock Holding History

Impact Partnership Wealth’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
-46
Closed -$2.97K – 569
2024
Q1 		$2.97K Hold
46
– – ﹤0.01% 548
2023
Q4 		$4.17K Sell
46
-25
-35% -$2.09K ﹤0.01% 604
2023
Q3 		$4.98K Buy
71
+26
+58% +$2.01K ﹤0.01% 692
2023
Q2 		$2.88K Buy
+45
New +$2.73K ﹤0.01% 582

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

Impact Partnership Wealth's ROKU Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Roku (ROKU) in Q2 2024, closing a stake of 46 shares — an estimated $2.97K sold.

Impact Partnership Wealth first reported a position in ROKU in Q2 2023 and held it in 4 quarters. The position peaked at $4.98K in Q3 2023. 534 funds tracked by Wall St. Rank hold ROKU as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Roku position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 46 Roku shares in Q2 2024, an estimated $2.97K.
  • Impact Partnership Wealth first reported a position in Roku in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Roku position peaked at $4.98K in Q3 2023.
  • 534 funds tracked by Wall St. Rank held Roku as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.