WealthShield Partners’s Roku ROKU Stock Holding History

WealthShield Partners’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 Q2	–	Sell	-557	Closed	-$181K	–	1077
2021 Q1	$181K	Sell	557 -1,044	-65%	-$409K	0.03%	267
2020 Q4	$532K	Buy	1,601 +11	+0.7%	+$2.89K	0.1%	166
2020 Q3	$300K	Sell	1,590 -200	-11%	-$31.6K	0.11%	193
2020 Q2	$209K	Buy	+1,790	New	+$205K	0.1%	191

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

NAMA

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

WealthShield Partners's ROKU Position: Q2 2021 in Review

WealthShield Partners sold out of Roku (ROKU) in Q2 2021, closing a stake of 557 shares — an estimated $181K sold.

WealthShield Partners first reported a position in ROKU in Q2 2020 and held it in 4 quarters. The position peaked at $532K in Q4 2020. 872 funds tracked by Wall St. Rank hold ROKU as of Q2 2021.

WealthShield Partners reported no remaining Roku position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 557 Roku shares in Q2 2021, an estimated $181K.
WealthShield Partners first reported a position in Roku in Q2 2020 and held it in 4 quarters.
WealthShield Partners's Roku position peaked at $532K in Q4 2020.
872 funds tracked by Wall St. Rank held Roku as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.