Visionary Wealth Advisors’s Roku ROKU Stock Holding History

Visionary 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
2021 Q4	–	Sell	-711	Closed	-$223K	–	396
2021 Q3	$223K	Buy	711 +199	+39%	+$75K	0.02%	281
2021 Q2	$235K	Buy	+512	New	+$181K	0.02%	300
2021 Q1	–	Sell	-1,229	Closed	-$408K	–	325
2020 Q4	$408K	Sell	1,229 -151	-11%	-$39.6K	0.05%	204
2020 Q3	$261K	Buy	+1,380	New	+$218K	0.04%	208

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

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

AIM

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

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

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

NAMA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Visionary Wealth Advisors's ROKU Position: Q4 2021 in Review

Visionary Wealth Advisors sold out of Roku (ROKU) in Q4 2021, closing a stake of 711 shares — an estimated $223K sold.

Visionary Wealth Advisors first reported a position in ROKU in Q3 2020 and held it in 4 quarters. The position peaked at $408K in Q4 2020. 791 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

Visionary Wealth Advisors reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
Visionary Wealth Advisors sold 711 Roku shares in Q4 2021, an estimated $223K.
Visionary Wealth Advisors first reported a position in Roku in Q3 2020 and held it in 4 quarters.
Visionary Wealth Advisors's Roku position peaked at $408K in Q4 2020.
791 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Visionary Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.