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Lineweaver Wealth Advisors’s Roku ROKU Stock Holding History

Lineweaver 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
2021
Q4 		– Sell
-812
Closed -$254K – 143
2021
Q3 		$254K Hold
812
– – 0.08% 119
2021
Q2 		$372K Hold
812
– – 0.12% 83
2021
Q1 		$264K Buy
812
+30
+4% +$11.8K 0.09% 95
2020
Q4 		$259K Buy
+782
New +$205K 0.1% 84

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Lineweaver Wealth Advisors's ROKU Position: Q4 2021 in Review

Lineweaver Wealth Advisors sold out of Roku (ROKU) in Q4 2021, closing a stake of 812 shares — an estimated $254K sold.

Lineweaver Wealth Advisors first reported a position in ROKU in Q4 2020 and held it in 4 quarters. The position peaked at $372K in Q2 2021. 791 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

  • Lineweaver Wealth Advisors reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 812 Roku shares in Q4 2021, an estimated $254K.
  • Lineweaver Wealth Advisors first reported a position in Roku in Q4 2020 and held it in 4 quarters.
  • Lineweaver Wealth Advisors's Roku position peaked at $372K in Q2 2021.
  • 791 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.