FWA
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FSC Wealth Advisors’s Construction Partners ROAD Stock Holding History

FSC Wealth Advisors’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
-60
Closed -$5.31K – 309
2024
Q4 		$5.31K Hold
60
– – ﹤0.01% 228
2024
Q3 		$4.19K Hold
60
– – ﹤0.01% 227
2024
Q2 		$3.31K Buy
+60
New +$3.32K ﹤0.01% 244

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

FSC Wealth Advisors's ROAD Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Construction Partners (ROAD) in Q1 2025, closing a stake of 60 shares — an estimated $5.31K sold.

FSC Wealth Advisors first reported a position in ROAD in Q2 2024 and held it in 3 quarters. The position peaked at $5.31K in Q4 2024. 279 funds tracked by Wall St. Rank hold ROAD as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Construction Partners position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 60 Construction Partners shares in Q1 2025, an estimated $5.31K.
  • FSC Wealth Advisors first reported a position in Construction Partners in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's Construction Partners position peaked at $5.31K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Construction Partners as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.