Laird Norton Wetherby Wealth Management’s Roku ROKU Stock Holding History

Laird Norton Wetherby 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
2022 Q1	–	Sell	-955	Closed	-$218K	–	966
2021 Q4	$218K	Sell	955 -78	-8%	-$21K	0.01%	833
2021 Q3	$324K	Buy	1,033 +13	+1%	+$4.9K	0.02%	680
2021 Q2	$468K	Sell	1,020 -36	-3%	-$12.7K	0.03%	537
2021 Q1	$344K	Buy	1,056 +97	+10%	+$38K	0.03%	554
2020 Q4	$318K	Buy	+959	New	+$252K	0.02%	641

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's ROKU Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Roku (ROKU) in Q1 2022, closing a stake of 955 shares — an estimated $218K sold.

Laird Norton Wetherby Wealth Management first reported a position in ROKU in Q4 2020 and held it in 5 quarters. The position peaked at $468K in Q2 2021. 650 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

Laird Norton Wetherby Wealth Management reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 955 Roku shares in Q1 2022, an estimated $218K.
Laird Norton Wetherby Wealth Management first reported a position in Roku in Q4 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Roku position peaked at $468K in Q2 2021.
650 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.