SFS
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Sowell Financial Services’s Construction Partners ROAD Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-4,000
Closed -$116K – 3273
2020
Q4 		$116K Buy
+4,000
New +$95.6K 0.01% 1093

Other funds holding ROAD

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WA
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCM
SunTx Capital Management Dallas, Texas $21.3M AUM 12.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's ROAD Position: Q1 2021 in Review

Sowell Financial Services sold out of Construction Partners (ROAD) in Q1 2021, closing a stake of 4,000 shares — an estimated $116K sold.

Sowell Financial Services first reported a position in ROAD in Q4 2020 and held it in 1 quarter. The position peaked at $116K in Q4 2020. 159 funds tracked by Wall St. Rank hold ROAD as of Q1 2021.

  • Sowell Financial Services reported no remaining Construction Partners position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,000 Construction Partners shares in Q1 2021, an estimated $116K.
  • Sowell Financial Services first reported a position in Construction Partners in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's Construction Partners position peaked at $116K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held Construction Partners as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.