WCM
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Weld Capital Management’s Roku ROKU Stock Holding History

Weld Capital Management’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 		– Sell
-506
Closed -$232K – 156
2021
Q2 		$232K Sell
506
-1,175
-70% -$416K 0.23% 181
2021
Q1 		$548K Buy
+1,681
New +$659K 0.23% 165
2020
Q4 		– Sell
-3,259
Closed -$615K – 646
2020
Q3 		$615K Buy
+3,259
New +$515K 0.24% 144
2019
Q4 		– Sell
-13,894
Closed -$1.41M – 883
2019
Q3 		$1.41M Buy
13,894
+4,909
+55% +$600K 0.26% 91
2019
Q2 		$814K Sell
8,985
-17,011
-65% -$1.37M 0.15% 238
2019
Q1 		$1.68M Buy
+25,996
New +$1.39M 0.31% 73

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 $5.7T 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 $86.6B 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 $1.47T 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