Carolinas Wealth Consulting’s Construction Partners ROAD Stock Holding History

Carolinas Wealth Consulting’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 Q3	–	Sell	-386	Closed	-$12.1K	–	1101
2023 Q2	$12.1K	Hold	386	–	–	﹤0.01%	568
2023 Q1	$10.4K	Hold	386	–	–	﹤0.01%	600
2022 Q4	$10.3K	Hold	386	–	–	﹤0.01%	619
2022 Q3	$10K	Hold	386	–	–	﹤0.01%	569
2022 Q2	$8K	Buy	386 +155	+67%	+$3.66K	﹤0.01%	610
2022 Q1	$6K	Sell	231 -12	-5%	-$317	﹤0.01%	688
2021 Q4	$7K	Hold	243	–	–	﹤0.01%	668
2021 Q3	$8K	Hold	243	–	–	﹤0.01%	613
2021 Q2	$8K	Hold	243	–	–	﹤0.01%	637
2021 Q1	$7K	Hold	243	–	–	﹤0.01%	666
2020 Q4	$7K	Hold	243	–	–	﹤0.01%	621
2020 Q3	$4K	Buy	+243	New	+$4.35K	﹤0.01%	605

Other funds holding ROAD

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carolinas Wealth Consulting's ROAD Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Construction Partners (ROAD) in Q3 2023, closing a stake of 386 shares — an estimated $12.1K sold.

Carolinas Wealth Consulting first reported a position in ROAD in Q3 2020 and held it in 12 quarters. The position peaked at $12.1K in Q2 2023. 179 funds tracked by Wall St. Rank hold ROAD as of Q3 2023.

Carolinas Wealth Consulting reported no remaining Construction Partners position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 386 Construction Partners shares in Q3 2023, an estimated $12.1K.
Carolinas Wealth Consulting first reported a position in Construction Partners in Q3 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's Construction Partners position peaked at $12.1K in Q2 2023.
179 funds tracked by Wall St. Rank held Construction Partners as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.