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Jamison Private Wealth Management’s Roku ROKU Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-33
Closed -$2.46K – 410
2024
Q3 		$2.46K Hold
33
– – ﹤0.01% 414
2024
Q2 		$1.98K Hold
33
– – ﹤0.01% 392
2024
Q1 		$2.15K Hold
33
– – ﹤0.01% 395
2023
Q4 		$3.02K Hold
33
– – ﹤0.01% 360
2023
Q3 		$2.33K Buy
+33
New +$2.56K ﹤0.01% 361

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jamison Private Wealth Management's ROKU Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Roku (ROKU) in Q4 2024, closing a stake of 33 shares — an estimated $2.46K sold.

Jamison Private Wealth Management first reported a position in ROKU in Q3 2023 and held it in 5 quarters. The position peaked at $3.02K in Q4 2023. 557 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 33 Roku shares in Q4 2024, an estimated $2.46K.
  • Jamison Private Wealth Management first reported a position in Roku in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Roku position peaked at $3.02K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.