Sutton Wealth Advisors’s Roku ROKU Stock Holding History

Sutton Wealth 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
2023 Q3	$1.34K	Hold	19	–	–	﹤0.01%	769
2023 Q2	$1.22K	Hold	19	–	–	﹤0.01%	758
2023 Q1	$1.25K	Hold	19	–	–	﹤0.01%	706
2022 Q4	$773	Sell	19 -11	-37%	-$575	﹤0.01%	1405
2022 Q3	$1.69K	Sell	30 -177	-86%	-$13.5K	﹤0.01%	1203
2022 Q2	$17K	Buy	207 +198	+2,200%	+$19.2K	0.01%	728
2022 Q1	$1.13K	Buy	9 +2	+29%	+$293	﹤0.01%	1318
2021 Q4	$1.6K	Hold	7	–	–	﹤0.01%	1234
2021 Q3	$2.19K	Hold	7	–	–	﹤0.01%	1158
2021 Q2	$3.21K	Hold	7	–	–	﹤0.01%	1110
2021 Q1	$2.28K	Hold	7	–	–	﹤0.01%	1127
2020 Q4	$2.32K	Buy	+7	New	+$1.84K	﹤0.01%	1088
2019 Q4	–	Sell	-4	Closed	-$407	–	1193
2019 Q3	$407	Buy	+4	New	+$489	﹤0.01%	1159

Other funds holding ROKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Sutton Wealth Advisors's ROKU Position: Q3 2023 in Review

Sutton Wealth Advisors held its Roku (ROKU) position steady in Q3 2023 at 19 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Sutton Wealth Advisors first reported a position in ROKU in Q3 2019 and has held it in 13 quarters since. The position peaked at $17K in Q2 2022. 541 funds tracked by Wall St. Rank hold ROKU as of Q3 2023.

Sutton Wealth Advisors held 19 shares of Roku worth $1.34K as of Q3 2023.
Sutton Wealth Advisors left its Roku share count unchanged in Q3 2023.
Roku made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #769 holding.
Sutton Wealth Advisors first reported a position in Roku in Q3 2019 and has held it in 13 quarters since.
Sutton Wealth Advisors's Roku position peaked at $17K in Q2 2022.
541 funds tracked by Wall St. Rank held Roku as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.