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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
-200
Closed -$46K – 965
2021
Q4 		$46K Sell
200
-200
-50% -$53.9K ﹤0.01% 925
2021
Q3 		$125K Sell
400
-100
-20% -$37.7K 0.01% 898
2021
Q2 		$230K Buy
+500
New +$177K 0.01% 813

Other funds holding ROKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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. 651 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.
  • 651 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.