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Lake Point Wealth Management’s Ross Stores ROST Stock Holding History

Lake Point Wealth Management’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
2020
Q1 		$3K Hold
30
– – ﹤0.01% 239
2019
Q4 		$3K Buy
+30
New +$3.38K ﹤0.01% 438
2019
Q2 		$3K Hold
30
– – ﹤0.01% 490
2019
Q1 		$3K Hold
30
– – ﹤0.01% 490
2018
Q4 		$2K Buy
+30
New +$2.72K ﹤0.01% 692

Other funds holding ROST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's ROST Position: Q1 2020 in Review

Lake Point Wealth Management held its Ross Stores (ROST) position steady in Q1 2020 at 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Lake Point Wealth Management first reported a position in ROST in Q4 2018 and has held it in 5 quarters since. 828 funds tracked by Wall St. Rank hold ROST as of Q1 2020.

  • Lake Point Wealth Management held 30 shares of Ross Stores worth $3K as of Q1 2020.
  • Lake Point Wealth Management left its Ross Stores share count unchanged in Q1 2020.
  • Ross Stores made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #239 holding.
  • Lake Point Wealth Management first reported a position in Ross Stores in Q4 2018 and has held it in 5 quarters since.
  • 828 funds tracked by Wall St. Rank held Ross Stores as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.