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Financial Advocates Investment Management’s Construction Partners ROAD Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-6,255
Closed -$849K – 845
2022
Q3 		$849K Buy
+6,255
New +$164K 0.07% 289

Other funds holding ROAD

CCA
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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 $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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

Financial Advocates Investment Management's ROAD Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Construction Partners (ROAD) in Q4 2022, closing a stake of 6,255 shares — an estimated $849K sold.

Financial Advocates Investment Management first reported a position in ROAD in Q3 2022 and held it in 1 quarter. The position peaked at $849K in Q3 2022. 155 funds tracked by Wall St. Rank hold ROAD as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Construction Partners position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,255 Construction Partners shares in Q4 2022, an estimated $849K.
  • Financial Advocates Investment Management first reported a position in Construction Partners in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Construction Partners position peaked at $849K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Construction Partners as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.