Institutional & Family Asset Management’s Construction Partners ROAD Stock Holding History

Institutional & Family Asset 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	$10.1K	Sell	183 -49	-21%	-$2.71K	﹤0.01%	417
2024 Q1	$13K	Buy	232 +40	+21%	+$1.89K	﹤0.01%	381
2023 Q4	$8.36K	Hold	192	–	–	﹤0.01%	414
2023 Q3	$7.02K	Hold	192	–	–	﹤0.01%	413
2023 Q2	$6.03K	Hold	192	–	–	﹤0.01%	452
2023 Q1	$5.17K	Hold	192	–	–	﹤0.01%	471
2022 Q4	$5.12K	Hold	192	–	–	﹤0.01%	465
2022 Q3	$5K	Hold	192	–	–	﹤0.01%	491
2022 Q2	$4K	Buy	192 +77	+67%	+$1.82K	﹤0.01%	528
2022 Q1	$3K	Hold	115	–	–	﹤0.01%	621
2021 Q4	$3K	Hold	115	–	–	﹤0.01%	635
2021 Q3	$4K	Hold	115	–	–	﹤0.01%	712
2021 Q2	$4K	Hold	115	–	–	﹤0.01%	755
2021 Q1	$3K	Sell	115 -51	-31%	-$1.54K	﹤0.01%	765
2020 Q4	$5K	Hold	166	–	–	﹤0.01%	655
2020 Q3	$3K	Buy	+166	New	+$2.97K	﹤0.01%	657

Other funds holding ROAD

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's ROAD Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Construction Partners (ROAD) stake by 21% in Q2 2024, selling an estimated $2.71K and leaving 183 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Institutional & Family Asset Management first reported a position in ROAD in Q3 2020 and has held it in 16 quarters since. The position peaked at $13K in Q1 2024. 235 funds tracked by Wall St. Rank hold ROAD as of Q2 2024.

Institutional & Family Asset Management held 183 shares of Construction Partners worth $10.1K as of Q2 2024.
Institutional & Family Asset Management sold 49 Construction Partners shares in Q2 2024, an estimated $2.71K.
Construction Partners made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #417 holding.
Institutional & Family Asset Management first reported a position in Construction Partners in Q3 2020 and has held it in 16 quarters since.
Institutional & Family Asset Management's Construction Partners position peaked at $13K in Q1 2024.
235 funds tracked by Wall St. Rank held Construction Partners as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.