Insight Advisors’s Roku ROKU Stock Holding History

Insight 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 Q1	–	Sell	-8,459	Closed	-$1.93M	–	342
2021 Q4	$1.93M	Sell	8,459 -4,397	-34%	-$1.19M	0.57%	42
2021 Q3	$3.72M	Buy	12,856 +7,819	+155%	+$2.95M	1.11%	13
2021 Q2	$2.12M	Buy	5,037 +400	+9%	+$141K	0.67%	36
2021 Q1	$1.59M	Sell	4,637 -66	-1%	-$25.9K	0.5%	49
2020 Q4	$1.56M	Buy	+4,703	New	+$1.23M	0.59%	46

Other funds holding ROKU

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Insight Advisors's ROKU Position: Q1 2022 in Review

Insight Advisors sold out of Roku (ROKU) in Q1 2022, closing a stake of 8,459 shares — an estimated $1.93M sold.

Insight Advisors first reported a position in ROKU in Q4 2020 and held it in 5 quarters. The position peaked at $3.72M in Q3 2021. 650 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

Insight Advisors reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
Insight Advisors sold 8,459 Roku shares in Q1 2022, an estimated $1.93M.
Insight Advisors first reported a position in Roku in Q4 2020 and held it in 5 quarters.
Insight Advisors's Roku position peaked at $3.72M in Q3 2021.
650 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on Insight Advisors's 13F filing for Q1 2022, filed 13 May 2022.