Kingsview Wealth Management’s Roku ROKU Stock Holding History

Kingsview 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
2020 Q2	–	Sell	-200	Closed	-$1K	–	648
2020 Q1	$1K	Buy	200 +100	+100%	+$11.5K	﹤0.01%	495
2019 Q4	$3K	Buy	+100	New	+$13.7K	﹤0.01%	473
2019 Q3	–	Sell	-2,600	Closed	-$2K	–	479
2019 Q2	$2K	Buy	2,600 +1,600	+160%	+$128K	﹤0.01%	433
2019 Q1	$1K	Buy	+1,000	New	+$53.5K	﹤0.01%	480

Other funds holding ROKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Kingsview Wealth Management's ROKU Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Roku (ROKU) in Q4 2023, closing a stake of 8,550 shares — an estimated $604K sold.

Kingsview Wealth Management first reported a position in ROKU in Q1 2019 and held it in 15 quarters. The position peaked at $1.9M in Q2 2021. 604 funds tracked by Wall St. Rank hold ROKU as of Q4 2023.

Kingsview Wealth Management reported no remaining Roku position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 8,550 Roku shares in Q4 2023, an estimated $604K.
Kingsview Wealth Management first reported a position in Roku in Q1 2019 and held it in 15 quarters.
Kingsview Wealth Management's Roku position peaked at $1.9M in Q2 2021.
604 funds tracked by Wall St. Rank held Roku as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.