CWM
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Congress Wealth Management’s Construction Partners ROAD Stock Holding History

Congress Wealth Management’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
-4,272
Closed -$298K – 919
2024
Q3 		$298K Buy
+4,272
New +$263K ﹤0.01% 730

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

Congress Wealth Management's ROAD Position: Q4 2024 in Review

Congress Wealth Management sold out of Construction Partners (ROAD) in Q4 2024, closing a stake of 4,272 shares — an estimated $298K sold.

Congress Wealth Management first reported a position in ROAD in Q3 2024 and held it in 1 quarter. The position peaked at $298K in Q3 2024. 290 funds tracked by Wall St. Rank hold ROAD as of Q4 2024.

  • Congress Wealth Management reported no remaining Construction Partners position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 4,272 Construction Partners shares in Q4 2024, an estimated $298K.
  • Congress Wealth Management first reported a position in Construction Partners in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's Construction Partners position peaked at $298K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Construction Partners as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.