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Values First Advisors’s Construction Partners ROAD Stock Holding History

Values First 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
2023
Q2 		– Sell
-119
Closed -$3.21K – 300
2023
Q1 		$3.21K Buy
+119
New +$3.24K ﹤0.01% 264

Other funds holding ROAD

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Values First Advisors's ROAD Position: Q2 2023 in Review

Values First Advisors sold out of Construction Partners (ROAD) in Q2 2023, closing a stake of 119 shares — an estimated $3.21K sold.

Values First Advisors first reported a position in ROAD in Q1 2023 and held it in 1 quarter. The position peaked at $3.21K in Q1 2023. 157 funds tracked by Wall St. Rank hold ROAD as of Q2 2023.

  • Values First Advisors reported no remaining Construction Partners position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 119 Construction Partners shares in Q2 2023, an estimated $3.21K.
  • Values First Advisors first reported a position in Construction Partners in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Construction Partners position peaked at $3.21K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Construction Partners as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.