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Selective Wealth Management’s Roku ROKU Stock Holding History

Selective 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
2022
Q4 		– Sell
-195
Closed -$11K – 597
2022
Q3 		$11K Hold
195
– – ﹤0.01% 509
2022
Q2 		$16K Buy
195
+25
+15% +$2.42K 0.01% 501
2022
Q1 		$21K Buy
170
+35
+26% +$5.14K 0.01% 437
2021
Q4 		$31K Hold
135
– – 0.01% 345
2021
Q3 		$42K Buy
135
+35
+35% +$13.2K 0.02% 277
2021
Q2 		$46K Buy
+100
New +$35.4K 0.04% 199

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's ROKU Position: Q4 2022 in Review

Selective Wealth Management sold out of Roku (ROKU) in Q4 2022, closing a stake of 195 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in ROKU in Q2 2021 and held it in 6 quarters. The position peaked at $46K in Q2 2021. 498 funds tracked by Wall St. Rank hold ROKU as of Q4 2022.

  • Selective Wealth Management reported no remaining Roku position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 195 Roku shares in Q4 2022, an estimated $11K.
  • Selective Wealth Management first reported a position in Roku in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Roku position peaked at $46K in Q2 2021.
  • 498 funds tracked by Wall St. Rank held Roku as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.