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WR Wealth Planners’s Ross Stores ROST Stock Holding History

WR Wealth Planners’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
Q4 		$29K Buy
192
+36
+23% +$5.29K 0.01% 398
2024
Q3 		$23.5K Buy
156
+88
+129% +$13K 0.01% 456
2024
Q2 		$9.88K Buy
68
+33
+94% +$4.56K ﹤0.01% 592
2024
Q1 		$5.14K Buy
+35
New +$5.01K ﹤0.01% 711

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WR Wealth Planners's ROST Position: Q4 2024 in Review

WR Wealth Planners increased its Ross Stores (ROST) stake by 23% in Q4 2024, buying an estimated $5.29K and bringing the position to 192 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #398.

WR Wealth Planners first reported a position in ROST in Q1 2024 and has held it in 4 quarters since. 1,093 funds tracked by Wall St. Rank hold ROST as of Q4 2024.

  • WR Wealth Planners held 192 shares of Ross Stores worth $29K as of Q4 2024.
  • WR Wealth Planners bought 36 Ross Stores shares in Q4 2024, an estimated $5.29K.
  • Ross Stores made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #398 holding.
  • WR Wealth Planners first reported a position in Ross Stores in Q1 2024 and has held it in 4 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Ross Stores as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.