BDO Wealth Advisors’s Ross Stores ROST Stock Holding History

BDO Wealth Advisors’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	$15.8K	Buy	140 +40	+40%	+$4.21K	﹤0.01%	626
2023 Q1	$10.7K	Hold	100	–	–	﹤0.01%	691
2022 Q4	$11.7K	Hold	100	–	–	﹤0.01%	659
2022 Q3	$8K	Hold	100	–	–	﹤0.01%	757
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	743
2022 Q1	$9K	Sell	100 -25	-20%	-$2.38K	﹤0.01%	754
2021 Q4	$14K	Hold	125	–	–	﹤0.01%	691
2021 Q3	$14K	Hold	125	–	–	﹤0.01%	678
2021 Q2	$16K	Hold	125	–	–	﹤0.01%	674
2021 Q1	$15K	Buy	+125	New	+$14.8K	﹤0.01%	666

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

BDO Wealth Advisors's ROST Position: Q2 2023 in Review

BDO Wealth Advisors increased its Ross Stores (ROST) stake by 40% in Q2 2023, buying an estimated $4.21K and bringing the position to 140 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

BDO Wealth Advisors first reported a position in ROST in Q1 2021 and has held it in 10 quarters since. The position peaked at $16K in Q2 2021. 875 funds tracked by Wall St. Rank hold ROST as of Q2 2023.

BDO Wealth Advisors held 140 shares of Ross Stores worth $15.8K as of Q2 2023.
BDO Wealth Advisors bought 40 Ross Stores shares in Q2 2023, an estimated $4.21K.
Ross Stores made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #626 holding.
BDO Wealth Advisors first reported a position in Ross Stores in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Ross Stores position peaked at $16K in Q2 2021.
875 funds tracked by Wall St. Rank held Ross Stores as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.