Roku shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Roku
Tip: Access up to 7 years of quarterly data
All positions including Roku held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Roku by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 20k | 89.00 |
| 2023-09-30 | $1.2M | 17k | 70.59 |
| 2023-06-30 | $1.9M | 30k | 63.96 |
| 2023-03-31 | $1.2M | 19k | 65.82 |
| 2022-12-31 | $582k | 14k | 40.70 |
| 2022-09-30 | $735k | 13k | 56.43 |
| 2022-06-30 | $808k | 9.8k | 82.17 |
| 2022-03-31 | $766k | 6.1k | 125.27 |
| 2021-12-31 | $1.4M | 6.3k | 228.13 |
| 2021-09-30 | $1.3M | 4.1k | 313.32 |
| 2021-06-30 | $3.8M | 8.4k | 459.24 |
| 2021-03-31 | $2.6M | 7.9k | 325.74 |
| 2020-12-31 | $2.6M | 7.9k | 331.99 |
| 2020-09-30 | $1.3M | 6.9k | 188.75 |
| 2020-06-30 | $510k | 4.4k | 116.62 |
| 2020-03-31 | $394k | 4.5k | 87.42 |
| 2019-12-31 | $277k | 2.1k | 133.75 |