JIR
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James Investment Research’s Roku ROKU Stock Holding History

James Investment Research’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
Q1 		– Sell
-182
Closed -$60K – 542
2020
Q4 		$60K Sell
182
-864
-83% -$227K 0.01% 370
2020
Q3 		$197K Sell
1,046
-255
-20% -$40.3K 0.02% 253
2020
Q2 		$152K Sell
1,301
-639
-33% -$73.1K 0.01% 259
2020
Q1 		$170K Hold
1,940
– – 0.02% 239
2019
Q4 		$260K Hold
1,940
– – 0.02% 269
2019
Q3 		$197K Buy
1,940
+1,115
+135% +$136K 0.01% 312
2019
Q2 		$75K Buy
825
+335
+68% +$26.9K 0.01% 466
2019
Q1 		$32K Buy
+490
New +$26.2K ﹤0.01% 676

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 $5.7T 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 $86.6B 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return