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Roku shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in Roku

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Roku by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $22k 235 91.66
2023-09-30 $17k 235 70.59
2023-06-30 $15k 235 63.96
2023-03-31 $16k 235 65.82
2022-12-31 $9.6k 235 40.70
2021-12-31 $54k 235 229.79

More positions owned by Cassady Schiller Wealth Management

Vanguard Value ETF Etf (VTV)
Vanguard S&P 500 Etf Etf (VOO)
Procter & Gamble Company (PG)
Vanguard Growth Etf Etf (VUG)
iShares Short Maturity Bond ETF Etf (NEAR)
Vanguard Mid-Cap Value ETF (VOE)
Dimensional Etf Trust (DFAC)
Schwab U S Broad Market ETF (SCHB)
Apple (AAPL)
U.S. Bancorp (USB)
iShares Russell 3000 Index (IWV)
Cintas Corporation (CTAS)
Vanguard Mid-Cap Growth ETF (VOT)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)

View all positions for Cassady Schiller Wealth Management

Top funds holding Roku

ARK Investment Management
Vanguard Group
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
D. E. Shaw & Co
Citadel Advisors
Baillie Gifford & Co
Two Sigma Advisers
Agf Management
Two Sigma Investments
Squarepoint Ops
Wellington Management Company
Millennium Management
Voloridge Investment Management
Wolverine Trading

View all funds holding Roku