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SYSTM Wealth Solutions’s Construction Partners ROAD Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-3,944
Closed -$221K – 914
2024
Q1 		$221K Buy
3,944
+54
+1% +$2.55K 0.03% 386
2023
Q4 		$169K Buy
+3,890
New +$159K 0.02% 401
2023
Q2 		– Sell
-11,684
Closed -$315K – 517
2023
Q1 		$315K Buy
11,684
+13
+0.1% +$354 0.05% 372
2022
Q4 		$311K Buy
+11,671
New +$334K 0.04% 428

Other funds holding ROAD

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

SYSTM Wealth Solutions's ROAD Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Construction Partners (ROAD) in Q2 2024, closing a stake of 3,944 shares — an estimated $221K sold.

SYSTM Wealth Solutions first reported a position in ROAD in Q4 2022 and held it in 4 quarters. The position peaked at $315K in Q1 2023. 235 funds tracked by Wall St. Rank hold ROAD as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Construction Partners position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,944 Construction Partners shares in Q2 2024, an estimated $221K.
  • SYSTM Wealth Solutions first reported a position in Construction Partners in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Construction Partners position peaked at $315K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Construction Partners as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.