Loring Wolcott & Coolidge Fiduciary Advisors’s Roku ROKU Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q4	–	Sell	-50	Closed	-$3.7K	–	579
2024 Q3	$3.7K	Hold	50	–	–	﹤0.01%	534
2024 Q2	$3.24K	Hold	50	–	–	﹤0.01%	530
2024 Q1	$2.93K	Hold	50	–	–	﹤0.01%	545
2023 Q4	$4.4K	Hold	50	–	–	﹤0.01%	524
2023 Q3	$3.9K	Hold	50	–	–	﹤0.01%	564
2023 Q2	$3.2K	Hold	50	–	–	﹤0.01%	597
2023 Q1	$3.29K	Hold	50	–	–	﹤0.01%	560
2022 Q4	$2.04K	Hold	50	–	–	﹤0.01%	553
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	572
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	585
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	579
2021 Q4	$11K	Hold	50	–	–	﹤0.01%	589
2021 Q3	$16K	Sell	50 -17	-25%	-$6.41K	﹤0.01%	538
2021 Q2	$31K	Buy	+67	New	+$23.7K	﹤0.01%	505

Other funds holding ROKU

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $7.07B AUM 50.91% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ROKU Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Roku (ROKU) in Q4 2024, closing a stake of 50 shares — an estimated $3.7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ROKU in Q2 2021 and held it in 14 quarters. The position peaked at $31K in Q2 2021. 558 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 50 Roku shares in Q4 2024, an estimated $3.7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Roku in Q2 2021 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Roku position peaked at $31K in Q2 2021.
558 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.