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Professional Financial Advisors’s Roku ROKU Stock Holding History

Professional 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
-1,362
Closed -$311K – 507
2021
Q4 		$311K Buy
1,362
+713
+110% +$192K 0.13% 79
2021
Q3 		$203K Buy
+649
New +$245K 0.12% 84

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 $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $2.9T AUM 29.55% 1-Year Est. Return

Professional Financial Advisors's ROKU Position: Q1 2022 in Review

Professional Financial Advisors sold out of Roku (ROKU) in Q1 2022, closing a stake of 1,362 shares — an estimated $311K sold.

Professional Financial Advisors first reported a position in ROKU in Q3 2021 and held it in 2 quarters. The position peaked at $311K in Q4 2021. 650 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

  • Professional Financial Advisors reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,362 Roku shares in Q1 2022, an estimated $311K.
  • Professional Financial Advisors first reported a position in Roku in Q3 2021 and held it in 2 quarters.
  • Professional Financial Advisors's Roku position peaked at $311K in Q4 2021.
  • 650 funds tracked by Wall St. Rank held Roku as of Q1 2022.

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