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Schneider Downs Wealth Management Advisors’s Roku ROKU Stock Holding History

Schneider Downs Wealth Management 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
2020
Q4 		– Sell
-1,700
Closed -$321K – 105
2020
Q3 		$321K Buy
+1,700
New +$269K 0.11% 66

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's ROKU Position: Q4 2020 in Review

Schneider Downs Wealth Management Advisors sold out of Roku (ROKU) in Q4 2020, closing a stake of 1,700 shares — an estimated $321K sold.

Schneider Downs Wealth Management Advisors first reported a position in ROKU in Q3 2020 and held it in 1 quarter. The position peaked at $321K in Q3 2020. 790 funds tracked by Wall St. Rank hold ROKU as of Q4 2020.

  • Schneider Downs Wealth Management Advisors reported no remaining Roku position as of Q4 2020 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 1,700 Roku shares in Q4 2020, an estimated $321K.
  • Schneider Downs Wealth Management Advisors first reported a position in Roku in Q3 2020 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's Roku position peaked at $321K in Q3 2020.
  • 790 funds tracked by Wall St. Rank held Roku as of Q4 2020.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.