Opal Wealth Advisors’s Roku ROKU Stock Holding History

Opal 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 Q3	–	Sell	-35	Closed	-$2.1K	–	965
2024 Q2	$2.1K	Buy	+35	New	+$2.05K	﹤0.01%	957

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opal Wealth Advisors's ROKU Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Roku (ROKU) in Q3 2024, closing a stake of 35 shares — an estimated $2.1K sold.

Opal Wealth Advisors first reported a position in ROKU in Q2 2024 and held it in 1 quarter. The position peaked at $2.1K in Q2 2024. 539 funds tracked by Wall St. Rank hold ROKU as of Q3 2024.

Opal Wealth Advisors reported no remaining Roku position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 35 Roku shares in Q3 2024, an estimated $2.1K.
Opal Wealth Advisors first reported a position in Roku in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Roku position peaked at $2.1K in Q2 2024.
539 funds tracked by Wall St. Rank held Roku as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.