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Lumature Wealth Partners’s Roku ROKU Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$6.4K Hold
100
– – ﹤0.01% 335
2023
Q1 		$6.58K Hold
100
– – ﹤0.01% 328
2022
Q4 		$4.07K Buy
+100
New +$5.22K ﹤0.01% 345

Other funds holding ROKU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lumature Wealth Partners's ROKU Position: Q2 2023 in Review

Lumature Wealth Partners held its Roku (ROKU) position steady in Q2 2023 at 100 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Lumature Wealth Partners first reported a position in ROKU in Q4 2022 and has held it in 3 quarters since. The position peaked at $6.58K in Q1 2023. 520 funds tracked by Wall St. Rank hold ROKU as of Q2 2023.

  • Lumature Wealth Partners held 100 shares of Roku worth $6.4K as of Q2 2023.
  • Lumature Wealth Partners left its Roku share count unchanged in Q2 2023.
  • Roku made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #335 holding.
  • Lumature Wealth Partners first reported a position in Roku in Q4 2022 and has held it in 3 quarters since.
  • Lumature Wealth Partners's Roku position peaked at $6.58K in Q1 2023.
  • 520 funds tracked by Wall St. Rank held Roku as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.