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Venturi Wealth Management’s Construction Partners ROAD Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-89
Closed -$7.87K – 1555
2024
Q4 		$7.87K Hold
89
– – ﹤0.01% 1504
2024
Q3 		$6.21K Sell
89
-1,466
-94% -$90.3K ﹤0.01% 1331
2024
Q2 		$85.9K Buy
+1,555
New +$86K 0.01% 534

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Venturi Wealth Management's ROAD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Construction Partners (ROAD) in Q1 2025, closing a stake of 89 shares — an estimated $7.87K sold.

Venturi Wealth Management first reported a position in ROAD in Q2 2024 and held it in 3 quarters. The position peaked at $85.9K in Q2 2024. 279 funds tracked by Wall St. Rank hold ROAD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Construction Partners position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 89 Construction Partners shares in Q1 2025, an estimated $7.87K.
  • Venturi Wealth Management first reported a position in Construction Partners in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Construction Partners position peaked at $85.9K in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Construction Partners as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.