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Rise Advisors’s Roku ROKU Stock Holding History

Rise 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
Q4 		– Sell
-97
Closed -$7.24K – 1196
2024
Q3 		$7.24K Sell
97
-7
-7% -$449 ﹤0.01% 1055
2024
Q2 		$6.23K Sell
104
-20
-16% -$1.17K ﹤0.01% 1065
2024
Q1 		$8.08K Sell
124
-10
-7% -$778 ﹤0.01% 1062
2023
Q4 		$12.3K Hold
134
– – 0.01% 302
2023
Q3 		$9.46K Sell
134
-31
-19% -$2.4K 0.01% 320
2023
Q2 		$10.6K Sell
165
-3
-2% -$182 0.01% 334
2023
Q1 		$11.1K Hold
168
– – 0.01% 347
2022
Q4 		$6.84K Hold
168
– – 0.01% 406
2022
Q3 		$9K Hold
168
– – 0.01% 358
2022
Q2 		$14K Buy
168
+40
+31% +$3.88K 0.01% 285
2022
Q1 		$16K Buy
128
+35
+38% +$5.14K 0.01% 272
2021
Q4 		$21.2K Buy
+93
New +$25.1K 0.02% 242

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Rise Advisors's ROKU Position: Q4 2024 in Review

Rise Advisors sold out of Roku (ROKU) in Q4 2024, closing a stake of 97 shares — an estimated $7.24K sold.

Rise Advisors first reported a position in ROKU in Q4 2021 and held it in 12 quarters. The position peaked at $21.2K in Q4 2021. 557 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

  • Rise Advisors reported no remaining Roku position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 97 Roku shares in Q4 2024, an estimated $7.24K.
  • Rise Advisors first reported a position in Roku in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's Roku position peaked at $21.2K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.