LWM
ROKU icon

Lenox Wealth Management’s Roku ROKU Stock Holding History

Lenox 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
2020
Q2 		$0 Sell
1
-65
-98% -$7.43K ﹤0.01% 791
2020
Q1 		$5K Buy
66
+65
+6,500% +$7.48K ﹤0.01% 497
2019
Q4 		$0 Buy
+1
New +$137 ﹤0.01% 740

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lenox Wealth Management's ROKU Position: Q2 2020 in Review

Lenox Wealth Management reduced its Roku (ROKU) stake by 98% in Q2 2020, selling an estimated $7.43K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Lenox Wealth Management first reported a position in ROKU in Q4 2019 and has held it in 3 quarters since. The position peaked at $5K in Q1 2020. 538 funds tracked by Wall St. Rank hold ROKU as of Q2 2020.

  • Lenox Wealth Management held 1 share of Roku worth $0 as of Q2 2020.
  • Lenox Wealth Management sold 65 Roku shares in Q2 2020, an estimated $7.43K.
  • Roku made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #791 holding.
  • Lenox Wealth Management first reported a position in Roku in Q4 2019 and has held it in 3 quarters since.
  • Lenox Wealth Management's Roku position peaked at $5K in Q1 2020.
  • 538 funds tracked by Wall St. Rank held Roku as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.