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Advocacy Wealth Management Services’s Ross Stores ROST Stock Holding History

Advocacy Wealth Management Services’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
2022
Q4 		– Sell
-259
Closed -$23K – 113
2022
Q3 		$23K Hold
259
– – ﹤0.01% 79
2022
Q2 		$18K Buy
259
+93
+56% +$8.28K ﹤0.01% 90
2022
Q1 		$15K Buy
+166
New +$15.8K ﹤0.01% 97

Other funds holding ROST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Advocacy Wealth Management Services's ROST Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Ross Stores (ROST) in Q4 2022, closing a stake of 259 shares — an estimated $23K sold.

Advocacy Wealth Management Services first reported a position in ROST in Q1 2022 and held it in 3 quarters. The position peaked at $23K in Q3 2022. 897 funds tracked by Wall St. Rank hold ROST as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Ross Stores position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 259 Ross Stores shares in Q4 2022, an estimated $23K.
  • Advocacy Wealth Management Services first reported a position in Ross Stores in Q1 2022 and held it in 3 quarters.
  • Advocacy Wealth Management Services's Ross Stores position peaked at $23K in Q3 2022.
  • 897 funds tracked by Wall St. Rank held Ross Stores as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.