Roku shares owned by Creative Planning
Historical chart of Creative Planning investment in Roku
Tip: Access up to 7 years of quarterly data
All positions including Roku held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Roku by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 17k | 74.67 |
| 2024-06-30 | $1.2M | 21k | 59.93 |
| 2024-03-31 | $1.5M | 23k | 65.25 |
| 2023-12-31 | $1.6M | 17k | 91.66 |
| 2023-09-30 | $1.3M | 19k | 70.50 |
| 2023-06-30 | $1.2M | 19k | 63.96 |
| 2023-03-31 | $1.0M | 16k | 65.82 |
| 2022-12-31 | $677k | 17k | 40.70 |
| 2022-09-30 | $1.0M | 18k | 56.38 |
| 2022-06-30 | $1.5M | 18k | 82.14 |
| 2022-03-31 | $2.4M | 19k | 125.25 |
| 2021-12-31 | $5.8M | 25k | 228.20 |
| 2021-09-30 | $7.6M | 24k | 313.34 |
| 2021-06-30 | $12M | 25k | 459.27 |
| 2021-03-31 | $9.1M | 28k | 325.78 |
| 2020-12-31 | $9.3M | 28k | 332.01 |
| 2020-09-30 | $5.3M | 28k | 188.81 |
| 2020-06-30 | $3.0M | 26k | 116.53 |
| 2020-03-31 | $2.2M | 25k | 87.50 |
| 2019-12-31 | $2.7M | 20k | 133.90 |
| 2019-09-30 | $1.7M | 17k | 101.74 |
| 2019-06-30 | $1.1M | 12k | 90.58 |
| 2019-03-31 | $842k | 13k | 64.48 |
| 2018-12-31 | $0 | 13k | 0.00 |
| 2018-09-30 | $751k | 10k | 72.98 |
| 2018-06-30 | $918k | 22k | 42.60 |
| 2018-03-31 | $777k | 25k | 31.09 |
| 2017-12-31 | $574k | 11k | 51.79 |