Wipfli Financial Advisors’s Roku ROKU Stock Holding History

Wipfli Financial Advisors’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 Q3	$42K	Buy	+744	New	+$56.6K	﹤0.01%	1186

Other funds holding ROKU

AIM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

NAMA

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

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

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wipfli Financial Advisors's ROKU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Roku (ROKU) in Q3 2022: 744 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings.

553 funds tracked by Wall St. Rank hold ROKU as of Q3 2022.

Wipfli Financial Advisors held 744 shares of Roku worth $42K as of Q3 2022.
Roku was a new Wipfli Financial Advisors position in Q3 2022.
Roku made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1186 holding.
553 funds tracked by Wall St. Rank held Roku as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.