MFA Wealth Advisors’s Roku ROKU Stock Holding History

MFA Wealth 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
2024 Q4	–	Sell	-30	Closed	-$2.24K	–	321
2024 Q3	$2.24K	Hold	30	–	–	﹤0.01%	434
2024 Q2	$1.8K	Buy	+30	New	+$1.76K	﹤0.01%	448
2020 Q3	–	Sell	-30	Closed	-$3.5K	–	176
2020 Q2	$3.5K	Buy	+30	New	+$3.43K	﹤0.01%	213

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

MFA Wealth Advisors's ROKU Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Roku (ROKU) in Q4 2024, closing a stake of 30 shares — an estimated $2.24K sold.

MFA Wealth Advisors first reported a position in ROKU in Q2 2020 and held it in 3 quarters. The position peaked at $3.5K in Q2 2020. 557 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

MFA Wealth Advisors reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 30 Roku shares in Q4 2024, an estimated $2.24K.
MFA Wealth Advisors first reported a position in Roku in Q2 2020 and held it in 3 quarters.
MFA Wealth Advisors's Roku position peaked at $3.5K in Q2 2020.
557 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.