BEI
ROAD icon

Benjamin Edwards Inc’s Construction Partners ROAD Stock Holding History

Benjamin Edwards Inc’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
2025
Q1 		– Sell
-5,646
Closed -$499K – 1152
2024
Q4 		$499K Sell
5,646
-1,773
-24% -$154K 0.01% 822
2024
Q3 		$518K Buy
7,419
+594
+9% +$36.6K 0.01% 780
2024
Q2 		$377K Sell
6,825
-72
-1% -$3.98K 0.07% 254
2024
Q1 		$387K Buy
6,897
+1,945
+39% +$92K 0.08% 252
2023
Q4 		$216K Sell
4,952
-1,339
-21% -$54.9K 0.05% 301
2023
Q3 		$230K Buy
6,291
+1,983
+46% +$65.4K 0.05% 259
2023
Q2 		$135K Buy
4,308
+2,128
+98% +$60.9K 0.03% 339
2023
Q1 		$59K Buy
2,180
+1,356
+165% +$36.9K 0.01% 437
2022
Q4 		$22K Buy
+824
New +$23.6K 0.01% 498

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Benjamin Edwards Inc's ROAD Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of Construction Partners (ROAD) in Q1 2025, closing a stake of 5,646 shares — an estimated $499K sold.

Benjamin Edwards Inc first reported a position in ROAD in Q4 2022 and held it in 9 quarters. The position peaked at $518K in Q3 2024. 279 funds tracked by Wall St. Rank hold ROAD as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining Construction Partners position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 5,646 Construction Partners shares in Q1 2025, an estimated $499K.
  • Benjamin Edwards Inc first reported a position in Construction Partners in Q4 2022 and held it in 9 quarters.
  • Benjamin Edwards Inc's Construction Partners position peaked at $518K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Construction Partners as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.