TFO Wealth Partners’s Roku ROKU Stock Holding History

TFO Wealth Partners’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
2024 Q1	–	Sell	-8	Closed	-$733	–	903
2023 Q4	$733	Hold	8	–	–	﹤0.01%	251
2023 Q3	$512	Buy	+8	New	+$619	﹤0.01%	451
2022 Q4	–	Sell	-49	Closed	-$3K	–	938
2022 Q3	$3K	Buy	+49	New	+$3.73K	﹤0.01%	114
2021 Q2	–	Sell	-300	Closed	-$98K	–	167
2021 Q1	$98K	Buy	+300	New	+$118K	0.03%	52

Other funds holding ROKU

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

TFO Wealth Partners's ROKU Position: Q1 2024 in Review

TFO Wealth Partners sold out of Roku (ROKU) in Q1 2024, closing a stake of 8 shares — an estimated $733 sold.

TFO Wealth Partners first reported a position in ROKU in Q1 2021 and held it in 4 quarters. The position peaked at $98K in Q1 2021. 574 funds tracked by Wall St. Rank hold ROKU as of Q1 2024.

TFO Wealth Partners reported no remaining Roku position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 8 Roku shares in Q1 2024, an estimated $733.
TFO Wealth Partners first reported a position in Roku in Q1 2021 and held it in 4 quarters.
TFO Wealth Partners's Roku position peaked at $98K in Q1 2021.
574 funds tracked by Wall St. Rank held Roku as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.