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Prosperity Wealth Management’s Roku ROKU Stock Holding History

Prosperity Wealth Management’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
2023
Q2 		– Sell
-3,465
Closed -$228K – 188
2023
Q1 		$228K Buy
+3,465
New +$203K 0.18% 102

Other funds holding ROKU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Prosperity Wealth Management's ROKU Position: Q2 2023 in Review

Prosperity Wealth Management sold out of Roku (ROKU) in Q2 2023, closing a stake of 3,465 shares — an estimated $228K sold.

Prosperity Wealth Management first reported a position in ROKU in Q1 2023 and held it in 1 quarter. The position peaked at $228K in Q1 2023. 519 funds tracked by Wall St. Rank hold ROKU as of Q2 2023.

  • Prosperity Wealth Management reported no remaining Roku position as of Q2 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 3,465 Roku shares in Q2 2023, an estimated $228K.
  • Prosperity Wealth Management first reported a position in Roku in Q1 2023 and held it in 1 quarter.
  • Prosperity Wealth Management's Roku position peaked at $228K in Q1 2023.
  • 519 funds tracked by Wall St. Rank held Roku as of Q2 2023.

Based on Prosperity Wealth Management's 13F filing for Q2 2023, filed 12 Sep 2023.