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NFAM
North Fourth Asset Management’s
Roku
ROKU
Stock Holding History
North Fourth Asset Management’s Portfolio
ROKU Stock Details
ROKU Fund Activity
Bought
Maintained
Sold
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
–
Sell
-70,600
Closed
-$8.23M
–
108
2020
Q2
$8.23M
Buy
+70,600
New
+$8.07M
1.12%
16
2018
Q2
–
Sell
-100,000
Closed
-$3.11M
–
96
2018
Q1
$3.11M
Buy
+100,000
New
+$4.12M
0.79%
43
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1-Year Est. Return
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1-Year Est. Return
BlackRock
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AIM
ARK Investment Management
St. Petersburg, Florida
$12.9B AUM
64.92%
1-Year Est. Return
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo, Japan
$154B AUM
29.96%
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
NAMA
Nikko Asset Management Americas
New York
$7.07B AUM
50.91%
1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co
New York
$8.34B AUM
46.58%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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