Syverson Strege & Co’s Roku ROKU Stock Holding History

Syverson Strege & Co’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 Q4	–	Sell	-18	Closed	-$6K	–	449
2021 Q3	$6K	Buy	+18	New	+$6.78K	﹤0.01%	306

Other funds holding ROKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AIM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

NAMA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Syverson Strege & Co's ROKU Position: Q4 2021 in Review

Syverson Strege & Co sold out of Roku (ROKU) in Q4 2021, closing a stake of 18 shares — an estimated $6K sold.

Syverson Strege & Co first reported a position in ROKU in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 791 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

Syverson Strege & Co reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 18 Roku shares in Q4 2021, an estimated $6K.
Syverson Strege & Co first reported a position in Roku in Q3 2021 and held it in 1 quarter.
Syverson Strege & Co's Roku position peaked at $6K in Q3 2021.
791 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.