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ShoreHaven Wealth Partners’s Roku ROKU Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-100
Closed -$33K – 217
2021
Q1 		$33K Hold
100
– – 0.02% 141
2020
Q4 		$33K Buy
+100
New +$26.2K 0.02% 132

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

ShoreHaven Wealth Partners's ROKU Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Roku (ROKU) in Q2 2021, closing a stake of 100 shares — an estimated $33K sold.

ShoreHaven Wealth Partners first reported a position in ROKU in Q4 2020 and held it in 2 quarters. The position peaked at $33K in Q1 2021. 873 funds tracked by Wall St. Rank hold ROKU as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Roku position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 100 Roku shares in Q2 2021, an estimated $33K.
  • ShoreHaven Wealth Partners first reported a position in Roku in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Roku position peaked at $33K in Q1 2021.
  • 873 funds tracked by Wall St. Rank held Roku as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.