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Insight Wealth Strategies’s Ross Stores ROST Stock Holding History

Insight Wealth Strategies’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
-21,544
Closed -$1.51M – 151
2022
Q3 		$1.51M Hold
21,544
– – 0.28% 55
2022
Q2 		$1.51M Buy
21,544
+1,161
+6% +$103K 0.28% 55
2022
Q1 		$1.84M Buy
20,383
+1,823
+10% +$174K 0.27% 53
2021
Q4 		$2.12M Buy
18,560
+1,509
+9% +$169K 0.3% 49
2021
Q3 		$1.86M Buy
17,051
+620
+4% +$74.3K 0.26% 55
2021
Q2 		$2.04M Sell
16,431
-3,722
-18% -$464K 0.29% 44
2021
Q1 		$2.42M Buy
20,153
+2,216
+12% +$263K 0.32% 43
2020
Q4 		$2.2M Buy
17,937
+422
+2% +$44.2K 0.37% 35
2020
Q3 		$1.64M Buy
17,515
+7,937
+83% +$712K 0.3% 38
2020
Q2 		$816K Buy
9,578
+3,144
+49% +$285K 0.18% 55
2020
Q1 		$560K Sell
6,434
-11,125
-63% -$1.19M 0.15% 66
2019
Q4 		$2.04M Buy
17,559
+1,118
+7% +$126K 0.43% 43
2019
Q3 		$1.81M Buy
16,441
+2,023
+14% +$213K 0.42% 47
2019
Q2 		$1.43M Buy
14,418
+3,445
+31% +$336K 0.35% 52
2019
Q1 		$1.02M Buy
10,973
+797
+8% +$73.1K 0.29% 62
2018
Q4 		$847K Buy
+10,176
New +$921K 0.26% 59

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

Insight Wealth Strategies's ROST Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Ross Stores (ROST) in Q4 2022, closing a stake of 21,544 shares — an estimated $1.51M sold.

Insight Wealth Strategies first reported a position in ROST in Q4 2018 and held it in 16 quarters. The position peaked at $2.42M in Q1 2021. 897 funds tracked by Wall St. Rank hold ROST as of Q4 2022.

  • Insight Wealth Strategies reported no remaining Ross Stores position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 21,544 Ross Stores shares in Q4 2022, an estimated $1.51M.
  • Insight Wealth Strategies first reported a position in Ross Stores in Q4 2018 and held it in 16 quarters.
  • Insight Wealth Strategies's Ross Stores position peaked at $2.42M in Q1 2021.
  • 897 funds tracked by Wall St. Rank held Ross Stores as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.