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Lee Financial’s Roku ROKU Stock Holding History

Lee Financial’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
Q1 		– Sell
-9
Closed -$825 – 673
2023
Q4 		$825 Hold
9
– – ﹤0.01% 806
2023
Q3 		$636 Hold
9
– – ﹤0.01% 794
2023
Q2 		$576 Hold
9
– – ﹤0.01% 743
2023
Q1 		$593 Hold
9
– – ﹤0.01% 754
2022
Q4 		$366 Sell
9
-15
-63% -$784 ﹤0.01% 845
2022
Q3 		$1K Sell
24
-2
-8% -$152 ﹤0.01% 782
2022
Q2 		$2K Buy
+26
New +$2.52K ﹤0.01% 727
2022
Q1 		– Sell
-1
Closed – – 930
2021
Q4 		$0 Sell
1
-2
-67% -$539 ﹤0.01% 945
2021
Q3 		$1K Sell
3
-3
-50% -$1.13K ﹤0.01% 682
2021
Q2 		$3K Buy
+6
New +$2.12K ﹤0.01% 524
2020
Q4 		– Sell
-380
Closed -$72K – 535
2020
Q3 		$72K Buy
+380
New +$60.1K 0.02% 182

Other funds holding ROKU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Lee Financial's ROKU Position: Q1 2024 in Review

Lee Financial sold out of Roku (ROKU) in Q1 2024, closing a stake of 9 shares — an estimated $825 sold.

Lee Financial first reported a position in ROKU in Q3 2020 and held it in 11 quarters. The position peaked at $72K in Q3 2020. 574 funds tracked by Wall St. Rank hold ROKU as of Q1 2024.

  • Lee Financial reported no remaining Roku position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 9 Roku shares in Q1 2024, an estimated $825.
  • Lee Financial first reported a position in Roku in Q3 2020 and held it in 11 quarters.
  • Lee Financial's Roku position peaked at $72K in Q3 2020.
  • 574 funds tracked by Wall St. Rank held Roku as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.