TSWM
ROKU icon

Tyler-Stone Wealth Management’s Roku ROKU Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-163
Closed -$9.77K – 800
2024
Q2 		$9.77K Hold
163
– – ﹤0.01% 661
2024
Q1 		$10.6K Sell
163
-215
-57% -$16.7K ﹤0.01% 647
2023
Q4 		$34.6K Buy
378
+50
+15% +$4.18K 0.02% 418
2023
Q3 		$23K Hold
328
– – 0.01% 462
2023
Q2 		$21K Buy
+328
New +$19.9K 0.01% 480
2022
Q4 		$13K Sell
328
-30
-8% -$1.57K 0.01% 515
2022
Q3 		$20K Buy
358
+50
+16% +$3.81K 0.02% 440
2022
Q2 		$25K Buy
308
+11
+4% +$1.07K 0.02% 415
2022
Q1 		$37K Hold
297
– – 0.02% 386
2021
Q4 		$68K Buy
+297
New +$80.1K 0.04% 315

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's ROKU Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Roku (ROKU) in Q3 2024, closing a stake of 163 shares — an estimated $9.77K sold.

Tyler-Stone Wealth Management first reported a position in ROKU in Q4 2021 and held it in 10 quarters. The position peaked at $68K in Q4 2021. 539 funds tracked by Wall St. Rank hold ROKU as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Roku position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 163 Roku shares in Q3 2024, an estimated $9.77K.
  • Tyler-Stone Wealth Management first reported a position in Roku in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Roku position peaked at $68K in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Roku as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.