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Roku shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Roku (ROKU) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Roku

Tip: Access up to 7 years of quarterly data

All positions including Roku held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Roku by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.8k 150 65.17
2023-12-31 $14k 150 91.66
2023-09-30 $11k 150 70.59
2023-06-30 $9.6k 150 63.96
2023-03-31 $9.9k 150 65.82
2022-12-31 $7.9k 150 52.39

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Roku

FMR
ARK Investment Management
Vanguard Group
Sumitomo Mitsui Trust Holdings
BlackRock
Nikko Asset Management Americas
D. E. Shaw & Co
Citadel Advisors
Susquehanna International
Baillie Gifford & Co
Two Sigma Advisers
Geode Capital Management
Two Sigma Investments
Squarepoint Ops
Wellington Management Company

View all funds holding Roku