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Capital Performance Advisors’s Construction Partners ROAD Stock Holding History

Capital Performance Advisors’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
-12
Closed -$838 – 2146
2024
Q3 		$838 Buy
+12
New +$739 ﹤0.01% 1998

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

Capital Performance Advisors's ROAD Position: Q4 2024 in Review

Capital Performance Advisors sold out of Construction Partners (ROAD) in Q4 2024, closing a stake of 12 shares — an estimated $838 sold.

Capital Performance Advisors first reported a position in ROAD in Q3 2024 and held it in 1 quarter. The position peaked at $838 in Q3 2024. 290 funds tracked by Wall St. Rank hold ROAD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Construction Partners position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 12 Construction Partners shares in Q4 2024, an estimated $838.
  • Capital Performance Advisors first reported a position in Construction Partners in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Construction Partners position peaked at $838 in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Construction Partners as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.