CM Wealth Advisors’s Ross Stores ROST Stock Holding History

CM 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
2024 Q2	–	Sell	-1,550	Closed	-$204K	–	155
2024 Q1	$204K	Buy	+1,550	New	+$222K	0.06%	181

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CM Wealth Advisors's ROST Position: Q2 2024 in Review

CM Wealth Advisors sold out of Ross Stores (ROST) in Q2 2024, closing a stake of 1,550 shares — an estimated $204K sold.

CM Wealth Advisors first reported a position in ROST in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 1,027 funds tracked by Wall St. Rank hold ROST as of Q2 2024.

CM Wealth Advisors reported no remaining Ross Stores position as of Q2 2024 after selling out during the quarter.
CM Wealth Advisors sold 1,550 Ross Stores shares in Q2 2024, an estimated $204K.
CM Wealth Advisors first reported a position in Ross Stores in Q1 2024 and held it in 1 quarter.
CM Wealth Advisors's Ross Stores position peaked at $204K in Q1 2024.
1,027 funds tracked by Wall St. Rank held Ross Stores as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.