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Roku shares owned by CarsonAllaria Wealth Management

Quarter-by-quarter ownership of Roku (ROKU) shares owned by CarsonAllaria Wealth Management from 13F filings

Historical chart of CarsonAllaria Wealth Management investment in Roku

Tip: Access up to 7 years of quarterly data

All positions including Roku held by CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roku by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 232 65.17
2023-12-31 $24k 266 91.66
2023-09-30 $20k 286 70.59
2023-06-30 $16k 253 63.96
2023-03-31 $17k 262 65.82
2022-12-31 $9.0k 232 38.79
2022-09-30 $13k 237 54.85
2022-06-30 $17k 202 84.16
2022-03-31 $10k 80 125.00
2021-12-31 $18k 80 225.00

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Pimco Etf Tr Muni Income Opp (MINO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for CarsonAllaria Wealth Management

Top funds holding Roku

ARK Investment Management
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D. E. Shaw & Co
Citadel Advisors
Susquehanna International
Baillie Gifford & Co
Two Sigma Advisers
Agf Management
Two Sigma Investments
Squarepoint Ops
Wellington Management Company
Millennium Management
Voloridge Investment Management

View all funds holding Roku