Lenox Wealth Advisors’s Roku ROKU Stock Holding History

Lenox Wealth Advisors’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	-3	Closed	-$1K	–	952
2021 Q4	$1K	Buy	+3	New	+$809	﹤0.01%	900

Other funds holding ROKU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lenox Wealth Advisors's ROKU Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Roku (ROKU) in Q1 2022, closing a stake of 3 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in ROKU in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 651 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

Lenox Wealth Advisors reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 3 Roku shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Roku in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's Roku position peaked at $1K in Q4 2021.
651 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.