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Means Investment Company’s Roku ROKU Stock Holding History

Means Investment Company’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
-1,345
Closed -$421K – 222
2021
Q3 		$421K Buy
1,345
+150
+13% +$56.5K 0.08% 123
2021
Q2 		$549K Buy
1,195
+100
+9% +$35.4K 0.11% 108
2021
Q1 		$357K Hold
1,095
– – 0.08% 130
2020
Q4 		$510K Sell
1,095
-100
-8% -$26.2K 0.12% 104
2020
Q3 		$303K Buy
+1,195
New +$189K 0.08% 116

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 $175B AUM 40.63% 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

Means Investment Company's ROKU Position: Q4 2021 in Review

Means Investment Company sold out of Roku (ROKU) in Q4 2021, closing a stake of 1,345 shares — an estimated $421K sold.

Means Investment Company first reported a position in ROKU in Q3 2020 and held it in 5 quarters. The position peaked at $549K in Q2 2021. 792 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

  • Means Investment Company reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
  • Means Investment Company sold 1,345 Roku shares in Q4 2021, an estimated $421K.
  • Means Investment Company first reported a position in Roku in Q3 2020 and held it in 5 quarters.
  • Means Investment Company's Roku position peaked at $549K in Q2 2021.
  • 792 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Means Investment Company's 13F filing for Q4 2021, filed 14 Feb 2022.