WR Wealth Planners’s Roku ROKU Stock Holding History

WR Wealth Planners’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
2024 Q4	$892	Hold	12	–	–	﹤0.01%	945
2024 Q3	$896	Hold	12	–	–	﹤0.01%	981
2024 Q2	$719	Hold	12	–	–	﹤0.01%	987
2024 Q1	$782	Buy	+12	New	+$934	﹤0.01%	994
2023 Q3	–	Sell	-100	Closed	-$6.4K	–	938
2023 Q2	$6.4K	Hold	100	–	–	﹤0.01%	645
2023 Q1	$6.58K	Buy	+100	New	+$5.85K	﹤0.01%	643
2022 Q3	–	Sell	-10	Closed	-$821	–	553
2022 Q2	$821	Hold	10	–	–	﹤0.01%	465
2022 Q1	$1.25K	Buy	+10	New	+$1.47K	﹤0.01%	455

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

AIM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WR Wealth Planners's ROKU Position: Q4 2024 in Review

WR Wealth Planners held its Roku (ROKU) position steady in Q4 2024 at 12 shares worth $892. The position accounts for ﹤0.01% of the portfolio, ranked #945.

WR Wealth Planners first reported a position in ROKU in Q1 2022 and has held it in 8 quarters since. The position peaked at $6.58K in Q1 2023. 558 funds tracked by Wall St. Rank hold ROKU as of Q4 2024.

WR Wealth Planners held 12 shares of Roku worth $892 as of Q4 2024.
WR Wealth Planners left its Roku share count unchanged in Q4 2024.
Roku made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #945 holding.
WR Wealth Planners first reported a position in Roku in Q1 2022 and has held it in 8 quarters since.
WR Wealth Planners's Roku position peaked at $6.58K in Q1 2023.
558 funds tracked by Wall St. Rank held Roku as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.