JWA
ROAD icon

JFS Wealth Advisors’s Construction Partners ROAD Stock Holding History

JFS 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
2026
Q2 		$1.43K Buy
12
+2
+20% +$237 ﹤0.01% 1711
2026
Q1 		$1.11K Sell
10
-8
-44% -$959 ﹤0.01% 1652
2025
Q4 		$1.95K Sell
18
-3
-14% -$338 ﹤0.01% 1551
2025
Q3 		$2.67K Hold
21
– – ﹤0.01% 1358
2025
Q2 		$2.23K Hold
21
– – ﹤0.01% 1366
2025
Q1 		$1.51K Hold
21
– – ﹤0.01% 1561
2024
Q4 		$1.86K Buy
21
+2
+11% +$174 ﹤0.01% 1508
2024
Q3 		$1.33K Buy
19
+8
+73% +$493 ﹤0.01% 1631
2024
Q2 		$608 Buy
11
+9
+450% +$498 ﹤0.01% 1776
2024
Q1 		$113 Hold
2
– – ﹤0.01% 1939
2023
Q4 		$88 Buy
+2
New +$82 ﹤0.01% 1958

Other funds holding ROAD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return