RPCONE
ROKU icon

Retirement Planning Company of New England’s Roku ROKU Stock Holding History

Retirement Planning Company of New England’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
-41
Closed -$9K – 727
2021
Q4 		$9K Buy
+41
New +$11.1K ﹤0.01% 671

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 $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $7.75B AUM 33.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Retirement Planning Company of New England's ROKU Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Roku (ROKU) in Q1 2022, closing a stake of 41 shares — an estimated $9K sold.

Retirement Planning Company of New England first reported a position in ROKU in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 651 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 41 Roku shares in Q1 2022, an estimated $9K.
  • Retirement Planning Company of New England first reported a position in Roku in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Roku position peaked at $9K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.