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Wealthgate Family Office’s Roku ROKU Stock Holding History

Wealthgate Family Office’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
-1,566
Closed -$491K – 51
2021
Q3 		$491K Buy
+1,566
New +$590K 0.75% 21
2021
Q2 		– Sell
-3,070
Closed -$1M – 34
2021
Q1 		$1M Buy
+3,070
New +$1.2M 1.36% 12

Other funds holding ROKU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealthgate Family Office's ROKU Position: Q4 2021 in Review

Wealthgate Family Office sold out of Roku (ROKU) in Q4 2021, closing a stake of 1,566 shares — an estimated $491K sold.

Wealthgate Family Office first reported a position in ROKU in Q1 2021 and held it in 2 quarters. The position peaked at $1M in Q1 2021. 791 funds tracked by Wall St. Rank hold ROKU as of Q4 2021.

  • Wealthgate Family Office reported no remaining Roku position as of Q4 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 1,566 Roku shares in Q4 2021, an estimated $491K.
  • Wealthgate Family Office first reported a position in Roku in Q1 2021 and held it in 2 quarters.
  • Wealthgate Family Office's Roku position peaked at $1M in Q1 2021.
  • 791 funds tracked by Wall St. Rank held Roku as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.