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Ten Capital Wealth Advisors’s Roku ROKU Stock Holding History

Ten Capital 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
Q1 		– Sell
-200
Closed -$8.14K – 645
2022
Q4 		$8.14K Buy
+200
New +$10.4K ﹤0.01% 334
2022
Q3 		– Sell
-4
Closed – – 614
2022
Q2 		$0 Buy
+4
New +$388 ﹤0.01% 514

Other funds holding ROKU

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ten Capital Wealth Advisors's ROKU Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Roku (ROKU) in Q1 2023, closing a stake of 200 shares — an estimated $8.14K sold.

Ten Capital Wealth Advisors first reported a position in ROKU in Q2 2022 and held it in 2 quarters. The position peaked at $8.14K in Q4 2022. 537 funds tracked by Wall St. Rank hold ROKU as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Roku position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 200 Roku shares in Q1 2023, an estimated $8.14K.
  • Ten Capital Wealth Advisors first reported a position in Roku in Q2 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Roku position peaked at $8.14K in Q4 2022.
  • 537 funds tracked by Wall St. Rank held Roku as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.