Accel Wealth Management’s Ross Stores ROST Stock Holding History

Accel Wealth Management’s Portfolio ROST Stock Details ROST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-106	Closed	-$11.3K	–	709
2023 Q1	$11.3K	Hold	106	–	–	﹤0.01%	857
2022 Q4	$12.3K	Hold	106	–	–	0.01%	664
2022 Q3	$9K	Hold	106	–	–	﹤0.01%	764
2022 Q2	$8K	Hold	106	–	–	﹤0.01%	748
2022 Q1	$10K	Hold	106	–	–	0.01%	712
2021 Q4	$12K	Buy	106 +8	+8%	+$895	0.01%	681
2021 Q3	$11K	Sell	98 -26	-21%	-$3.12K	0.01%	624
2021 Q2	$15K	Hold	124	–	–	0.01%	612
2021 Q1	$15K	Buy	124 +98	+377%	+$11.6K	0.01%	576
2020 Q4	$3K	Buy	+26	New	+$2.73K	﹤0.01%	765

Other funds holding ROST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Accel Wealth Management's ROST Position: Q2 2023 in Review

Accel Wealth Management sold out of Ross Stores (ROST) in Q2 2023, closing a stake of 106 shares — an estimated $11.3K sold.

Accel Wealth Management first reported a position in ROST in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q2 2021. 875 funds tracked by Wall St. Rank hold ROST as of Q2 2023.

Accel Wealth Management reported no remaining Ross Stores position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 106 Ross Stores shares in Q2 2023, an estimated $11.3K.
Accel Wealth Management first reported a position in Ross Stores in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Ross Stores position peaked at $15K in Q2 2021.
875 funds tracked by Wall St. Rank held Ross Stores as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.