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Coppell Advisory Solutions’s Construction Partners ROAD Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-143
Closed -$12.8K – 1521
2024
Q4 		$12.8K Hold
143
– – ﹤0.01% 1029
2024
Q3 		$9.95K Hold
143
– – ﹤0.01% 1087
2024
Q2 		$7.89K Buy
+143
New +$7.91K ﹤0.01% 1087
2023
Q4 		$6.22K Buy
+143
New +$5.86K ﹤0.01% 1060
2023
Q3 		– Sell
-47
Closed -$1.53K – 1482
2023
Q2 		$1.53K Buy
+47
New +$1.34K ﹤0.01% 1060

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Coppell Advisory Solutions's ROAD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Construction Partners (ROAD) in Q1 2025, closing a stake of 143 shares — an estimated $12.8K sold.

Coppell Advisory Solutions first reported a position in ROAD in Q2 2023 and held it in 5 quarters. The position peaked at $12.8K in Q4 2024. 279 funds tracked by Wall St. Rank hold ROAD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Construction Partners position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 143 Construction Partners shares in Q1 2025, an estimated $12.8K.
  • Coppell Advisory Solutions first reported a position in Construction Partners in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Construction Partners position peaked at $12.8K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Construction Partners as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.