SFS
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Sowell Financial Services’s Roku ROKU Stock Holding History

Sowell Financial Services’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
-2,709
Closed -$770K – 2263
2021
Q1 		$770K Sell
2,709
-301
-10% -$118K 0.03% 490
2020
Q4 		$999K Buy
3,010
+2,589
+615% +$679K 0.04% 329
2020
Q3 		$79K Sell
421
-414
-50% -$65.5K ﹤0.01% 1063
2020
Q2 		$97K Buy
835
+278
+50% +$31.8K 0.01% 979
2020
Q1 		$49K Sell
557
-556
-50% -$64K ﹤0.01% 1072
2019
Q4 		$149K Sell
1,113
-209
-16% -$28.7K 0.01% 800
2019
Q3 		$135K Buy
+1,322
New +$162K 0.01% 750

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 $5.7T 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return