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

Prestige Wealth Management Group’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
2022 Q4	–	Sell	-500	Closed	-$13K	–	1182
2022 Q3	$13K	Hold	500	–	–	﹤0.01%	381
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	441
2022 Q1	$13K	Hold	500	–	–	﹤0.01%	416
2021 Q4	$15K	Hold	500	–	–	﹤0.01%	424
2021 Q3	$17K	Hold	500	–	–	﹤0.01%	397
2021 Q2	$16K	Hold	500	–	–	﹤0.01%	391
2021 Q1	$15K	Hold	500	–	–	﹤0.01%	398
2020 Q4	$15K	Hold	500	–	–	﹤0.01%	394
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	457
2020 Q2	$9K	Hold	500	–	–	﹤0.01%	442
2020 Q1	$8K	Buy	+500	New	+$8.31K	﹤0.01%	422

Other funds holding ROAD

CCA

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Prestige Wealth Management Group's ROAD Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of Construction Partners (ROAD) in Q4 2022, closing a stake of 500 shares — an estimated $13K sold.

Prestige Wealth Management Group first reported a position in ROAD in Q1 2020 and held it in 11 quarters. The position peaked at $17K in Q3 2021. 155 funds tracked by Wall St. Rank hold ROAD as of Q4 2022.

Prestige Wealth Management Group reported no remaining Construction Partners position as of Q4 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 500 Construction Partners shares in Q4 2022, an estimated $13K.
Prestige Wealth Management Group first reported a position in Construction Partners in Q1 2020 and held it in 11 quarters.
Prestige Wealth Management Group's Construction Partners position peaked at $17K in Q3 2021.
155 funds tracked by Wall St. Rank held Construction Partners as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.