Meridian Wealth Partners’s Roku ROKU Stock Holding History

Meridian 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
2021 Q2	–	Sell	-82	Closed	-$27K	–	1011
2021 Q1	$27K	Buy	82 +23	+39%	+$9.02K	0.01%	239
2020 Q4	$20K	Buy	+59	New	+$15.5K	0.01%	230
2020 Q1	–	Sell	-154	Closed	-$21K	–	209
2019 Q4	$21K	Buy	+154	New	+$21.2K	0.01%	200

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

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

NAMA

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

Meridian Wealth Partners's ROKU Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Roku (ROKU) in Q2 2021, closing a stake of 82 shares — an estimated $27K sold.

Meridian Wealth Partners first reported a position in ROKU in Q4 2019 and held it in 3 quarters. The position peaked at $27K in Q1 2021. 872 funds tracked by Wall St. Rank hold ROKU as of Q2 2021.

Meridian Wealth Partners reported no remaining Roku position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 82 Roku shares in Q2 2021, an estimated $27K.
Meridian Wealth Partners first reported a position in Roku in Q4 2019 and held it in 3 quarters.
Meridian Wealth Partners's Roku position peaked at $27K in Q1 2021.
872 funds tracked by Wall St. Rank held Roku as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.