BF
ROAD icon

BOK Financial’s Construction Partners ROAD Stock Holding History

BOK Financial’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
Q1 		– Sell
-25,202
Closed -$673K – 1239
2022
Q4 		$673K Sell
25,202
-317
-1% -$9.08K 0.01% 616
2022
Q3 		$669K Hold
25,519
– – 0.01% 596
2022
Q2 		$534K Buy
25,519
+1,698
+7% +$40.1K 0.01% 664
2022
Q1 		$624K Buy
23,821
+7,955
+50% +$210K 0.01% 691
2021
Q4 		$467K Hold
15,866
– – 0.01% 733
2021
Q3 		$529K Buy
+15,866
New +$521K 0.01% 717
2021
Q1 		$476K Sell
15,944
-1,200
-7% -$36.2K 0.01% 697
2020
Q4 		$499K Sell
17,144
-422
-2% -$10.1K 0.01% 663
2020
Q3 		$320K Sell
17,566
-466
-3% -$8.35K 0.01% 712
2020
Q2 		$320K Buy
+18,032
New +$307K 0.01% 726
2019
Q1 		– Sell
-7,396
Closed -$65K – 934
2018
Q4 		$65K Sell
7,396
-40,570
-85% -$394K ﹤0.01% 864
2018
Q3 		$581K Buy
47,966
+25,108
+110% +$306K 0.01% 639
2018
Q2 		$301K Buy
+22,858
New +$288K 0.01% 797

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BOK Financial's ROAD Position: Q1 2023 in Review

BOK Financial sold out of Construction Partners (ROAD) in Q1 2023, closing a stake of 25,202 shares — an estimated $673K sold.

BOK Financial first reported a position in ROAD in Q2 2018 and held it in 13 quarters. The position peaked at $673K in Q4 2022. 146 funds tracked by Wall St. Rank hold ROAD as of Q1 2023.

  • BOK Financial reported no remaining Construction Partners position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 25,202 Construction Partners shares in Q1 2023, an estimated $673K.
  • BOK Financial first reported a position in Construction Partners in Q2 2018 and held it in 13 quarters.
  • BOK Financial's Construction Partners position peaked at $673K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Construction Partners as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.