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ICA Group Wealth Management’s Construction Partners ROAD Stock Holding History

ICA Group 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
Q2 		– Sell
-690
Closed -$38.7K – 1204
2024
Q1 		$38.7K Hold
690
– – 0.01% 614
2023
Q4 		$30K Buy
+690
New +$28.3K 0.01% 622
2023
Q3 		– Sell
-690
Closed -$21.7K – 1005
2023
Q2 		$21.7K Buy
+690
New +$19.7K 0.01% 664

Other funds holding ROAD

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's ROAD Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Construction Partners (ROAD) in Q2 2024, closing a stake of 690 shares — an estimated $38.7K sold.

ICA Group Wealth Management first reported a position in ROAD in Q2 2023 and held it in 3 quarters. The position peaked at $38.7K in Q1 2024. 235 funds tracked by Wall St. Rank hold ROAD as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Construction Partners position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 690 Construction Partners shares in Q2 2024, an estimated $38.7K.
  • ICA Group Wealth Management first reported a position in Construction Partners in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's Construction Partners position peaked at $38.7K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Construction Partners as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.