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Mayflower Financial Advisors’s Roku ROKU Stock Holding History

Mayflower 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
2021
Q4 		– Sell
-880
Closed -$303K – 362
2021
Q3 		$303K Buy
880
+100
+13% +$37.7K 0.04% 261
2021
Q2 		$358K Sell
780
-40
-5% -$14.1K 0.05% 217
2021
Q1 		$267K Buy
820
+30
+4% +$11.8K 0.04% 244
2020
Q4 		$262K Buy
+790
New +$207K 0.05% 222

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Mayflower Financial Advisors's ROKU Position: Q4 2021 in Review

Mayflower Financial Advisors sold out of Roku (ROKU) in Q4 2021, closing a stake of 880 shares — an estimated $303K sold.

Mayflower Financial Advisors first reported a position in ROKU in Q4 2020 and held it in 4 quarters. The position peaked at $358K in Q2 2021. 791 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

  • Mayflower Financial Advisors reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
  • Mayflower Financial Advisors sold 880 Roku shares in Q4 2021, an estimated $303K.
  • Mayflower Financial Advisors first reported a position in Roku in Q4 2020 and held it in 4 quarters.
  • Mayflower Financial Advisors's Roku position peaked at $358K in Q2 2021.
  • 791 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Mayflower Financial Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.