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Lehman & Derafelo Financial Resources’s Roku ROKU Stock Holding History

Lehman & Derafelo Financial Resources’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
Q4 		– Sell
-1,000
Closed -$313K – 166
2021
Q3 		$313K Sell
1,000
-200
-17% -$75.4K 0.1% 77
2021
Q2 		$551K Hold
1,200
– – 0.15% 62
2021
Q1 		$391K Sell
1,200
-100
-8% -$39.2K 0.11% 77
2020
Q4 		$432K Buy
+1,300
New +$341K 0.13% 70

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
BlackRock
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lehman & Derafelo Financial Resources's ROKU Position: Q4 2021 in Review

Lehman & Derafelo Financial Resources sold out of Roku (ROKU) in Q4 2021, closing a stake of 1,000 shares — an estimated $313K sold.

Lehman & Derafelo Financial Resources first reported a position in ROKU in Q4 2020 and held it in 4 quarters. The position peaked at $551K in Q2 2021. 791 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

  • Lehman & Derafelo Financial Resources reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 1,000 Roku shares in Q4 2021, an estimated $313K.
  • Lehman & Derafelo Financial Resources first reported a position in Roku in Q4 2020 and held it in 4 quarters.
  • Lehman & Derafelo Financial Resources's Roku position peaked at $551K in Q2 2021.
  • 791 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2021, filed 11 Feb 2022.