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Castleview Partners’s Construction Partners ROAD Stock Holding History

Castleview Partners’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
2022
Q4 		– Sell
-2,146
Closed -$56K – 698
2022
Q3 		$56K Buy
+2,146
New +$56.3K 0.05% 242

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

Castleview Partners's ROAD Position: Q4 2022 in Review

Castleview Partners sold out of Construction Partners (ROAD) in Q4 2022, closing a stake of 2,146 shares — an estimated $56K sold.

Castleview Partners first reported a position in ROAD in Q3 2022 and held it in 1 quarter. The position peaked at $56K in Q3 2022. 155 funds tracked by Wall St. Rank hold ROAD as of Q4 2022.

  • Castleview Partners reported no remaining Construction Partners position as of Q4 2022 after selling out during the quarter.
  • Castleview Partners sold 2,146 Construction Partners shares in Q4 2022, an estimated $56K.
  • Castleview Partners first reported a position in Construction Partners in Q3 2022 and held it in 1 quarter.
  • Castleview Partners's Construction Partners position peaked at $56K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Construction Partners as of Q4 2022.

Based on Castleview Partners's 13F filing for Q4 2022, filed 1 Feb 2023.