Jaffetilchin Investment Partners’s Roku ROKU Stock Holding History

Jaffetilchin Investment Partners’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	-378	Closed	-$28.2K	–	1100
2024 Q3	$28.2K	Buy	+378	New	+$24.2K	﹤0.01%	686
2022 Q1	–	Sell	-3,760	Closed	-$858K	–	373
2021 Q4	$858K	Sell	3,760 -345	-8%	-$93.1K	0.08%	154
2021 Q3	$1.29M	Sell	4,105 -6,148	-60%	-$2.32M	0.14%	106
2021 Q2	$3.94M	Buy	10,253 +5,474	+115%	+$1.94M	0.27%	65
2021 Q1	$1.56M	Sell	4,779 -1,291	-21%	-$506K	0.18%	102
2020 Q4	$2.02M	Buy	6,070 +2,292	+61%	+$601K	0.29%	59
2020 Q3	$713K	Sell	3,778 -962	-20%	-$152K	0.13%	95
2020 Q2	$552K	Buy	+4,740	New	+$542K	0.12%	104

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Jaffetilchin Investment Partners's ROKU Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Roku (ROKU) in Q4 2024, closing a stake of 378 shares — an estimated $28.2K sold.

Jaffetilchin Investment Partners first reported a position in ROKU in Q2 2020 and held it in 8 quarters. The position peaked at $3.94M in Q2 2021. 558 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 378 Roku shares in Q4 2024, an estimated $28.2K.
Jaffetilchin Investment Partners first reported a position in Roku in Q2 2020 and held it in 8 quarters.
Jaffetilchin Investment Partners's Roku position peaked at $3.94M in Q2 2021.
558 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.