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Blue Trust Inc’s Construction Partners ROAD Stock Holding History

Blue Trust 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
2024
Q4 		– Sell
-5
Closed -$276 – 2877
2024
Q3 		$276 Buy
+5
New +$308 ﹤0.01% 2843
2024
Q1 		– Sell
-88
Closed -$3K – 2623
2023
Q4 		$3K Hold
88
– – ﹤0.01% 2044
2023
Q3 		$3K Hold
88
– – ﹤0.01% 1764
2023
Q2 		$2K Sell
88
-119
-57% -$3.41K ﹤0.01% 1749
2023
Q1 		$6K Buy
207
+119
+135% +$3.24K ﹤0.01% 1754
2022
Q4 		$2K Hold
88
– – ﹤0.01% 1955
2022
Q3 		$2K Hold
88
– – ﹤0.01% 1820
2022
Q2 		$2K Buy
+88
New +$2.08K ﹤0.01% 1690

Other funds holding ROAD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Blue Trust Inc's ROAD Position: Q4 2024 in Review

Blue Trust Inc sold out of Construction Partners (ROAD) in Q4 2024, closing a stake of 5 shares — an estimated $276 sold.

Blue Trust Inc first reported a position in ROAD in Q2 2022 and held it in 8 quarters. The position peaked at $6K in Q1 2023. 290 funds tracked by Wall St. Rank hold ROAD as of Q4 2024.

  • Blue Trust Inc reported no remaining Construction Partners position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 5 Construction Partners shares in Q4 2024, an estimated $276.
  • Blue Trust Inc first reported a position in Construction Partners in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's Construction Partners position peaked at $6K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held Construction Partners as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.