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Belpointe Asset Management’s Construction Partners ROAD Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-698
Closed -$18.8K – 2772
2023
Q1 		$18.8K Hold
698
– – ﹤0.01% 2338
2022
Q4 		$18.6K Buy
+698
New +$20K ﹤0.01% 2239

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's ROAD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Construction Partners (ROAD) in Q2 2023, closing a stake of 698 shares — an estimated $18.8K sold.

Belpointe Asset Management first reported a position in ROAD in Q4 2022 and held it in 2 quarters. The position peaked at $18.8K in Q1 2023. 157 funds tracked by Wall St. Rank hold ROAD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Construction Partners position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 698 Construction Partners shares in Q2 2023, an estimated $18.8K.
  • Belpointe Asset Management first reported a position in Construction Partners in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Construction Partners position peaked at $18.8K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Construction Partners as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.