FGC
ROAD icon

Financial Gravity Companies’s Construction Partners ROAD Stock Holding History

Financial Gravity Companies’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 		$4.69K Hold
53
– – ﹤0.01% 682
2024
Q3 		$3.7K Buy
+53
New +$3.27K ﹤0.01% 444

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CCA
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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

Financial Gravity Companies's ROAD Position: Q4 2024 in Review

Financial Gravity Companies held its Construction Partners (ROAD) position steady in Q4 2024 at 53 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Financial Gravity Companies first reported a position in ROAD in Q3 2024 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold ROAD as of Q4 2024.

  • Financial Gravity Companies held 53 shares of Construction Partners worth $4.69K as of Q4 2024.
  • Financial Gravity Companies left its Construction Partners share count unchanged in Q4 2024.
  • Construction Partners made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #682 holding.
  • Financial Gravity Companies first reported a position in Construction Partners in Q3 2024 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Construction Partners as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.