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TrinityPoint Wealth’s Construction Partners ROAD Stock Holding History

TrinityPoint Wealth’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
Q4 		$213K Buy
+2,404
New +$209K 0.03% 313

Other funds holding ROAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TrinityPoint Wealth's ROAD Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Construction Partners (ROAD) in Q4 2024: 2,404 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #313 among its holdings.

290 funds tracked by Wall St. Rank hold ROAD as of Q4 2024.

  • TrinityPoint Wealth held 2,404 shares of Construction Partners worth $213K as of Q4 2024.
  • Construction Partners was a new TrinityPoint Wealth position in Q4 2024.
  • Construction Partners made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #313 holding.
  • 290 funds tracked by Wall St. Rank held Construction Partners as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.