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Sheets Smith Wealth Management’s Ross Stores ROST Stock Holding History

Sheets Smith 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 		– Sell
-4,748
Closed -$549K – 316
2019
Q4 		$549K Buy
+4,748
New +$534K 0.1% 197

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's ROST Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Ross Stores (ROST) in Q1 2020, closing a stake of 4,748 shares — an estimated $549K sold.

Sheets Smith Wealth Management first reported a position in ROST in Q4 2019 and held it in 1 quarter. The position peaked at $549K in Q4 2019. 828 funds tracked by Wall St. Rank hold ROST as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Ross Stores position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,748 Ross Stores shares in Q1 2020, an estimated $549K.
  • Sheets Smith Wealth Management first reported a position in Ross Stores in Q4 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Ross Stores position peaked at $549K in Q4 2019.
  • 828 funds tracked by Wall St. Rank held Ross Stores as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.