LFA
ROKU icon

Lighthouse Financial Advisors’s Roku ROKU Stock Holding History

Lighthouse 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
2020
Q1 		– Sell
-26
Closed -$3K – 225
2019
Q4 		$3K Buy
+26
New +$3.57K ﹤0.01% 231

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lighthouse Financial Advisors's ROKU Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Roku (ROKU) in Q1 2020, closing a stake of 26 shares — an estimated $3K sold.

Lighthouse Financial Advisors first reported a position in ROKU in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 502 funds tracked by Wall St. Rank hold ROKU as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Roku position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 26 Roku shares in Q1 2020, an estimated $3K.
  • Lighthouse Financial Advisors first reported a position in Roku in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Roku position peaked at $3K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held Roku as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.