WD Rutherford’s Roku ROKU Stock Holding History

WD Rutherford’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
2022 Q1	–	Sell	-2,295	Closed	-$524K	–	137
2021 Q4	$524K	Sell	2,295 -2,210	-49%	-$596K	0.27%	56
2021 Q3	$1.41M	Buy	4,505 +545	+14%	+$205K	0.77%	43
2021 Q2	$1.82M	Sell	3,960 -590	-13%	-$209K	1.01%	40
2021 Q1	$1.48M	Buy	4,550 +990	+28%	+$388K	0.92%	41
2020 Q4	$1.18M	Buy	+3,560	New	+$934K	0.75%	42

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

AIM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

WD Rutherford's ROKU Position: Q1 2022 in Review

WD Rutherford sold out of Roku (ROKU) in Q1 2022, closing a stake of 2,295 shares — an estimated $524K sold.

WD Rutherford first reported a position in ROKU in Q4 2020 and held it in 5 quarters. The position peaked at $1.82M in Q2 2021. 651 funds tracked by Wall St. Rank hold ROKU as of Q1 2022.

WD Rutherford reported no remaining Roku position as of Q1 2022 after selling out during the quarter.
WD Rutherford sold 2,295 Roku shares in Q1 2022, an estimated $524K.
WD Rutherford first reported a position in Roku in Q4 2020 and held it in 5 quarters.
WD Rutherford's Roku position peaked at $1.82M in Q2 2021.
651 funds tracked by Wall St. Rank held Roku as of Q1 2022.

Based on WD Rutherford's 13F filing for Q1 2022, filed 10 May 2022.