Your Advocates Ltd’s Roku ROKU Stock Holding History

Your Advocates Ltd’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
2023 Q4	–	Sell	-5	Closed	-$353	–	269
2023 Q3	$353	Buy	+5	New	+$387	﹤0.01%	255
2022 Q1	–	Sell	-100	Closed	-$23K	–	229
2021 Q4	$23K	Buy	+100	New	+$27K	0.01%	61

Other funds holding ROKU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $154B AUM 29.96% 1-Year Est. Return

NAMA

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Your Advocates Ltd's ROKU Position: Q4 2023 in Review

Your Advocates Ltd sold out of Roku (ROKU) in Q4 2023, closing a stake of 5 shares — an estimated $353 sold.

Your Advocates Ltd first reported a position in ROKU in Q4 2021 and held it in 2 quarters. The position peaked at $23K in Q4 2021. 604 funds tracked by Wall St. Rank hold ROKU as of Q4 2023.

Your Advocates Ltd reported no remaining Roku position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 5 Roku shares in Q4 2023, an estimated $353.
Your Advocates Ltd first reported a position in Roku in Q4 2021 and held it in 2 quarters.
Your Advocates Ltd's Roku position peaked at $23K in Q4 2021.
604 funds tracked by Wall St. Rank held Roku as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.