Janiczek Wealth Management’s Roku ROKU Stock Holding History

Janiczek 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 Q2	–	Sell	-156	Closed	-$10.2K	–	1119
2024 Q1	$10.2K	Hold	156	–	–	﹤0.01%	677
2023 Q4	$14.3K	Hold	156	–	–	﹤0.01%	605
2023 Q3	$11K	Hold	156	–	–	﹤0.01%	626
2023 Q2	$9.98K	Hold	156	–	–	﹤0.01%	571
2023 Q1	$9.63K	Buy	+156	New	+$9.13K	﹤0.01%	572
2022 Q1	–	Sell	-67	Closed	-$15K	–	1055
2021 Q4	$15K	Sell	67 -10	-13%	-$2.7K	﹤0.01%	526
2021 Q3	$24K	Buy	77 +7	+10%	+$2.64K	0.01%	426
2021 Q2	$32K	Sell	70 -13	-16%	-$4.6K	0.01%	337
2021 Q1	$27K	Sell	83 -195	-70%	-$76.4K	0.01%	345
2020 Q4	$92K	Buy	278 +231	+491%	+$60.6K	0.04%	118
2020 Q3	$9K	Sell	47 -300	-86%	-$47.4K	﹤0.01%	256
2020 Q2	$40K	Hold	347	–	–	0.02%	94
2020 Q1	$30K	Hold	347	–	–	0.02%	75
2019 Q4	$46K	Buy	347 +327	+1,635%	+$44.9K	0.02%	70
2019 Q3	$2K	Buy	+20	New	+$2.45K	﹤0.01%	139

Other funds holding ROKU

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Janiczek Wealth Management's ROKU Position: Q2 2024 in Review

Janiczek Wealth Management sold out of Roku (ROKU) in Q2 2024, closing a stake of 156 shares — an estimated $10.2K sold.

Janiczek Wealth Management first reported a position in ROKU in Q3 2019 and held it in 15 quarters. The position peaked at $92K in Q4 2020. 534 funds tracked by Wall St. Rank hold ROKU as of Q2 2024.

Janiczek Wealth Management reported no remaining Roku position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 156 Roku shares in Q2 2024, an estimated $10.2K.
Janiczek Wealth Management first reported a position in Roku in Q3 2019 and held it in 15 quarters.
Janiczek Wealth Management's Roku position peaked at $92K in Q4 2020.
534 funds tracked by Wall St. Rank held Roku as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.