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Schneider Downs Wealth Management Advisors’s Ross Stores ROST Stock Holding History

Schneider Downs Wealth Management 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
2022
Q1 		– Sell
-2,207
Closed -$252K – 157
2021
Q4 		$252K Buy
2,207
+11
+0.5% +$1.23K 0.06% 132
2021
Q3 		$239K Sell
2,196
-36
-2% -$4.31K 0.06% 127
2021
Q2 		$277K Buy
2,232
+105
+5% +$13.1K 0.07% 108
2021
Q1 		$255K Buy
+2,127
New +$252K 0.06% 111

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's ROST Position: Q1 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Ross Stores (ROST) in Q1 2022, closing a stake of 2,207 shares — an estimated $252K sold.

Schneider Downs Wealth Management Advisors first reported a position in ROST in Q1 2021 and held it in 4 quarters. The position peaked at $277K in Q2 2021. 824 funds tracked by Wall St. Rank hold ROST as of Q1 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Ross Stores position as of Q1 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 2,207 Ross Stores shares in Q1 2022, an estimated $252K.
  • Schneider Downs Wealth Management Advisors first reported a position in Ross Stores in Q1 2021 and held it in 4 quarters.
  • Schneider Downs Wealth Management Advisors's Ross Stores position peaked at $277K in Q2 2021.
  • 824 funds tracked by Wall St. Rank held Ross Stores as of Q1 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2022, filed 2 May 2022.