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 Q3	–	Sell	-100	Closed	-$11K	–	209
2021 Q2	$11K	Buy	+100	New	+$35.4K	﹤0.01%	194

Other funds holding ROKU

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

NAMA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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.