McIlrath & Eck’s Roku ROKU Stock Holding History

McIlrath & Eck’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	-8	Closed	-$597	–	1019
2024 Q3	$597	Sell	8 -30	-79%	-$1.92K	﹤0.01%	931
2024 Q2	$2.28K	Hold	38	–	–	﹤0.01%	814
2024 Q1	$2.48K	Hold	38	–	–	﹤0.01%	804
2023 Q4	$3.48K	Buy	38 +20	+111%	+$1.67K	﹤0.01%	749
2023 Q3	$1.27K	Hold	18	–	–	﹤0.01%	797
2023 Q2	$1.15K	Hold	18	–	–	﹤0.01%	812
2023 Q1	$1.19K	Buy	18 +10	+125%	+$585	﹤0.01%	824
2022 Q4	$326	Hold	8	–	–	﹤0.01%	847
2022 Q3	$0	Hold	8	–	–	﹤0.01%	887
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	795
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	783
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	730
2021 Q3	$3K	Sell	8 -10	-56%	-$3.77K	﹤0.01%	703
2021 Q2	$8K	Hold	18	–	–	﹤0.01%	557
2021 Q1	$6K	Buy	18 +8	+80%	+$3.14K	﹤0.01%	570
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	597
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	604
2020 Q2	$1K	Buy	+10	New	+$1.14K	﹤0.01%	641

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 $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

McIlrath & Eck's ROKU Position: Q4 2024 in Review

McIlrath & Eck sold out of Roku (ROKU) in Q4 2024, closing a stake of 8 shares — an estimated $597 sold.

McIlrath & Eck first reported a position in ROKU in Q2 2020 and held it in 18 quarters. The position peaked at $8K in Q2 2021. 557 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

McIlrath & Eck reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
McIlrath & Eck sold 8 Roku shares in Q4 2024, an estimated $597.
McIlrath & Eck first reported a position in Roku in Q2 2020 and held it in 18 quarters.
McIlrath & Eck's Roku position peaked at $8K in Q2 2021.
557 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.