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FirstPurpose Wealth’s Ross Stores ROST Stock Holding History

FirstPurpose Wealth’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
Q1 		$207K Sell
1,497
-41
-3% -$5.87K 0.08% 202
2023
Q4 		$213K Buy
+1,538
New +$192K 0.08% 193

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FirstPurpose Wealth's ROST Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Ross Stores (ROST) stake by 2.7% in Q1 2024, selling an estimated $5.87K and leaving 1,497 shares worth $207K. The position accounts for 0.08% of the portfolio, ranked #202.

FirstPurpose Wealth first reported a position in ROST in Q4 2023 and has held it in 2 quarters since. The position peaked at $213K in Q4 2023. 1,023 funds tracked by Wall St. Rank hold ROST as of Q1 2024.

  • FirstPurpose Wealth held 1,497 shares of Ross Stores worth $207K as of Q1 2024.
  • FirstPurpose Wealth sold 41 Ross Stores shares in Q1 2024, an estimated $5.87K.
  • Ross Stores made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #202 holding.
  • FirstPurpose Wealth first reported a position in Ross Stores in Q4 2023 and has held it in 2 quarters since.
  • FirstPurpose Wealth's Ross Stores position peaked at $213K in Q4 2023.
  • 1,023 funds tracked by Wall St. Rank held Ross Stores as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.