Teamwork Financial Advisors’s Roku ROKU Stock Holding History

Teamwork Financial 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
2022 Q1	–	Sell	-1,742	Closed	-$398K	–	317
2021 Q4	$398K	Buy	1,742 +470	+37%	+$127K	0.07%	209
2021 Q3	$399K	Sell	1,272 -1,594	-56%	-$601K	0.08%	188
2021 Q2	$1.32M	Sell	2,866 -1,241	-30%	-$439K	0.27%	71
2021 Q1	$1.34M	Sell	4,107 -123	-3%	-$48.2K	0.31%	60
2020 Q4	$1.4M	Buy	4,230 +22	+0.5%	+$5.77K	0.33%	55
2020 Q3	$794K	Buy	4,208 +2,392	+132%	+$378K	0.25%	89
2020 Q2	$212K	Buy	+1,816	New	+$208K	0.08%	174

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

AIM

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

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

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

NAMA

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Teamwork Financial Advisors's ROKU Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Roku (ROKU) in Q1 2022, closing a stake of 1,742 shares — an estimated $398K sold.

Teamwork Financial Advisors first reported a position in ROKU in Q2 2020 and held it in 7 quarters. The position peaked at $1.4M in Q4 2020. 650 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

Teamwork Financial Advisors reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 1,742 Roku shares in Q1 2022, an estimated $398K.
Teamwork Financial Advisors first reported a position in Roku in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's Roku position peaked at $1.4M in Q4 2020.
650 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.