Ritter Daniher Financial Advisory’s Roku ROKU Stock Holding History

Ritter Daniher Financial Advisory’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 Q1	–	Sell	-3	Closed	-$122	–	315
2022 Q4	$122	Buy	+3	New	+$157	﹤0.01%	292
2022 Q2	–	Sell	-5	Closed	-$1K	–	261
2022 Q1	$1K	Sell	5 -15	-75%	-$2.2K	﹤0.01%	237
2021 Q4	$5K	Buy	20 +15	+300%	+$4.05K	﹤0.01%	192
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	202
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	195
2021 Q1	$2K	Buy	+5	New	+$1.96K	﹤0.01%	183

Other funds holding ROKU

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ritter Daniher Financial Advisory's ROKU Position: Q1 2023 in Review

Ritter Daniher Financial Advisory sold out of Roku (ROKU) in Q1 2023, closing a stake of 3 shares — an estimated $122 sold.

Ritter Daniher Financial Advisory first reported a position in ROKU in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 536 funds tracked by Wall St. Rank hold ROKU as of Q1 2023.

Ritter Daniher Financial Advisory reported no remaining Roku position as of Q1 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 3 Roku shares in Q1 2023, an estimated $122.
Ritter Daniher Financial Advisory first reported a position in Roku in Q1 2021 and held it in 6 quarters.
Ritter Daniher Financial Advisory's Roku position peaked at $5K in Q4 2021.
536 funds tracked by Wall St. Rank held Roku as of Q1 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2023, filed 11 May 2023.