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OneDigital Investment Advisors’s Roku ROKU Stock Holding History

OneDigital Investment 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
2020
Q4 		– Sell
-200
Closed -$11K – 729
2020
Q3 		$11K Buy
+200
New +$31.6K ﹤0.01% 635

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OneDigital Investment Advisors's ROKU Position: Q1 2022 in Review

OneDigital Investment Advisors sold out of Roku (ROKU) in Q1 2022, closing a stake of 1,417 shares — an estimated $323K sold.

OneDigital Investment Advisors first reported a position in ROKU in Q2 2020 and held it in 7 quarters. The position peaked at $3.04M in Q2 2021. 651 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

  • OneDigital Investment Advisors reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,417 Roku shares in Q1 2022, an estimated $323K.
  • OneDigital Investment Advisors first reported a position in Roku in Q2 2020 and held it in 7 quarters.
  • OneDigital Investment Advisors's Roku position peaked at $3.04M in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on OneDigital Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.