Ken Fisher’s Roku ROKU Stock Holding History

Ken Fisher’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 Q3	–	Sell	-929	Closed	-$427K	–	965
2021 Q2	$427K	Buy	+929	New	+$329K	﹤0.01%	743
2020 Q4	–	Sell	-1,431	Closed	-$270K	–	947
2020 Q3	$270K	Buy	+1,431	New	+$226K	﹤0.01%	760

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

BlackRock New York $5.72T 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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ken Fisher's ROKU Position: Q3 2021 in Review

Ken Fisher sold out of Roku (ROKU) in Q3 2021, closing a stake of 929 shares — an estimated $427K sold.

Ken Fisher first reported a position in ROKU in Q3 2020 and held it in 2 quarters. The position peaked at $427K in Q2 2021. 824 funds tracked by Wall St. Rank hold ROKU as of Q3 2021.

Ken Fisher reported no remaining Roku position as of Q3 2021 after selling out during the quarter.
Ken Fisher sold 929 Roku shares in Q3 2021, an estimated $427K.
Ken Fisher first reported a position in Roku in Q3 2020 and held it in 2 quarters.
Ken Fisher's Roku position peaked at $427K in Q2 2021.
824 funds tracked by Wall St. Rank held Roku as of Q3 2021.

Based on Fisher Asset Management's 13F filing for Q3 2021, filed 26 Oct 2021.