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Wealth Quarterback’s Roku ROKU Stock Holding History

Wealth Quarterback’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
Q3 		$10K Hold
30
– – 0.01% 480
2021
Q2 		$14K Buy
+30
New +$10.6K 0.01% 406
2020
Q2 		– Sell
-55
Closed -$4.81K – 621
2020
Q1 		$4.81K Buy
55
+25
+83% +$2.88K ﹤0.01% 626
2019
Q4 		$4.02K Buy
+30
New +$4.12K ﹤0.01% 672

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
BlackRock
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Quarterback's ROKU Position: Q3 2021 in Review

Wealth Quarterback held its Roku (ROKU) position steady in Q3 2021 at 30 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #480.

Wealth Quarterback first reported a position in ROKU in Q4 2019 and has held it in 4 quarters since. The position peaked at $14K in Q2 2021. 823 funds tracked by Wall St. Rank hold ROKU as of Q3 2021.

  • Wealth Quarterback held 30 shares of Roku worth $10K as of Q3 2021.
  • Wealth Quarterback left its Roku share count unchanged in Q3 2021.
  • Roku made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #480 holding.
  • Wealth Quarterback first reported a position in Roku in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Roku position peaked at $14K in Q2 2021.
  • 823 funds tracked by Wall St. Rank held Roku as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.