Plante Moran Financial Advisors’s Roku ROKU Stock Holding History

Plante Moran Financial 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
2022 Q1	–	Sell	-100	Closed	-$23K	–	973
2021 Q4	$23K	Hold	100	–	–	﹤0.01%	526
2021 Q3	$31K	Sell	100 -15	-13%	-$5.65K	0.01%	466
2021 Q2	$53K	Sell	115 -9	-7%	-$3.18K	0.01%	359
2021 Q1	$40K	Hold	124	–	–	0.01%	411
2020 Q4	$41K	Sell	124 -50	-29%	-$13.1K	0.01%	393
2020 Q3	$33K	Buy	174 +13	+8%	+$2.06K	0.01%	394
2020 Q2	$19K	Buy	161 +42	+35%	+$4.8K	0.01%	441
2020 Q1	$10K	Sell	119 -75	-39%	-$8.63K	﹤0.01%	500
2019 Q4	$26K	Buy	194 +94	+94%	+$12.9K	0.01%	419
2019 Q3	$10K	Sell	100 -100	-50%	-$12.2K	﹤0.01%	596
2019 Q2	$18K	Hold	200	–	–	0.01%	491
2019 Q1	$13K	Buy	+200	New	+$10.7K	﹤0.01%	525

Other funds holding ROKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Plante Moran Financial Advisors's ROKU Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Roku (ROKU) in Q1 2022, closing a stake of 100 shares — an estimated $23K sold.

Plante Moran Financial Advisors first reported a position in ROKU in Q1 2019 and held it in 12 quarters. The position peaked at $53K in Q2 2021. 650 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

Plante Moran Financial Advisors reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 100 Roku shares in Q1 2022, an estimated $23K.
Plante Moran Financial Advisors first reported a position in Roku in Q1 2019 and held it in 12 quarters.
Plante Moran Financial Advisors's Roku position peaked at $53K in Q2 2021.
650 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.