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Operose Advisors’s Construction Partners ROAD Stock Holding History

Operose 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
2023
Q4 		– Sell
-1,046
Closed -$38.2K – 706
2023
Q3 		$38.2K Buy
+1,046
New +$34.5K 0.02% 360

Other funds holding ROAD

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Operose Advisors's ROAD Position: Q4 2023 in Review

Operose Advisors sold out of Construction Partners (ROAD) in Q4 2023, closing a stake of 1,046 shares — an estimated $38.2K sold.

Operose Advisors first reported a position in ROAD in Q3 2023 and held it in 1 quarter. The position peaked at $38.2K in Q3 2023. 225 funds tracked by Wall St. Rank hold ROAD as of Q4 2023.

  • Operose Advisors reported no remaining Construction Partners position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 1,046 Construction Partners shares in Q4 2023, an estimated $38.2K.
  • Operose Advisors first reported a position in Construction Partners in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's Construction Partners position peaked at $38.2K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Construction Partners as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.