Level Financial Advisors’s Roku ROKU Stock Holding History

Level Financial 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 Q3	–	Sell	-30	Closed	-$2K	–	318
2022 Q2	$2K	Buy	+30	New	+$2.91K	﹤0.01%	255

Other funds holding ROKU

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Level Financial Advisors's ROKU Position: Q3 2022 in Review

Level Financial Advisors sold out of Roku (ROKU) in Q3 2022, closing a stake of 30 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in ROKU in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 553 funds tracked by Wall St. Rank hold ROKU as of Q3 2022.

Level Financial Advisors reported no remaining Roku position as of Q3 2022 after selling out during the quarter.
Level Financial Advisors sold 30 Roku shares in Q3 2022, an estimated $2K.
Level Financial Advisors first reported a position in Roku in Q2 2022 and held it in 1 quarter.
Level Financial Advisors's Roku position peaked at $2K in Q2 2022.
553 funds tracked by Wall St. Rank held Roku as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.