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Unique Wealth Strategies’s Roku ROKU Stock Holding History

Unique Wealth Strategies’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
-40
Closed -$2.61K – 575
2024
Q2 		$2.61K Buy
+40
New +$2.35K ﹤0.01% 455

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

Unique Wealth Strategies's ROKU Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Roku (ROKU) in Q3 2024, closing a stake of 40 shares — an estimated $2.61K sold.

Unique Wealth Strategies first reported a position in ROKU in Q2 2024 and held it in 1 quarter. The position peaked at $2.61K in Q2 2024. 539 funds tracked by Wall St. Rank hold ROKU as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Roku position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 40 Roku shares in Q3 2024, an estimated $2.61K.
  • Unique Wealth Strategies first reported a position in Roku in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Roku position peaked at $2.61K in Q2 2024.
  • 539 funds tracked by Wall St. Rank held Roku as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.