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Pacific Capital Wealth Advisors’s Construction Partners ROAD Stock Holding History

Pacific Capital 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
-48
Closed -$4.25K – 311
2024
Q4 		$4.25K Sell
48
-61
-56% -$5.31K ﹤0.01% 318
2024
Q3 		$7.61K Hold
109
– – ﹤0.01% 323
2024
Q2 		$6.02K Hold
109
– – ﹤0.01% 367
2024
Q1 		$6.12K Buy
+109
New +$5.15K ﹤0.01% 282

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

Pacific Capital Wealth Advisors's ROAD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Construction Partners (ROAD) in Q1 2025, closing a stake of 48 shares — an estimated $4.25K sold.

Pacific Capital Wealth Advisors first reported a position in ROAD in Q1 2024 and held it in 4 quarters. The position peaked at $7.61K in Q3 2024. 279 funds tracked by Wall St. Rank hold ROAD as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Construction Partners position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 48 Construction Partners shares in Q1 2025, an estimated $4.25K.
  • Pacific Capital Wealth Advisors first reported a position in Construction Partners in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Construction Partners position peaked at $7.61K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Construction Partners as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.