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Bartlett & Co Wealth Management’s Construction Partners ROAD Stock Holding History

Bartlett & Co Wealth Management’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-487
Closed -$10.2K – 1256
2022
Q2 		$10.2K Buy
+487
New +$11.5K ﹤0.01% 862

Other funds holding ROAD

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bartlett & Co Wealth Management's ROAD Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Construction Partners (ROAD) in Q3 2022, closing a stake of 487 shares — an estimated $10.2K sold.

Bartlett & Co Wealth Management first reported a position in ROAD in Q2 2022 and held it in 1 quarter. The position peaked at $10.2K in Q2 2022. 151 funds tracked by Wall St. Rank hold ROAD as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Construction Partners position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 487 Construction Partners shares in Q3 2022, an estimated $10.2K.
  • Bartlett & Co Wealth Management first reported a position in Construction Partners in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Construction Partners position peaked at $10.2K in Q2 2022.
  • 151 funds tracked by Wall St. Rank held Construction Partners as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.