AllSquare Wealth Management’s Rite Aid Corporation RAD Stock Holding History

AllSquare Wealth Management’s Portfolio RAD Stock Details RAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-65	Closed	-$10	–	548
2024 Q1	$10	Hold	65	–	–	﹤0.01%	530
2023 Q4	$14	Hold	65	–	–	﹤0.01%	530
2023 Q3	$29	Hold	65	–	–	﹤0.01%	537
2023 Q2	$116	Hold	65	–	–	﹤0.01%	547
2023 Q1	$146	Hold	65	–	–	﹤0.01%	536
2022 Q4	$217	Hold	65	–	–	﹤0.01%	509
2022 Q3	$0	Hold	65	–	–	﹤0.01%	542
2022 Q2	$0	Hold	65	–	–	﹤0.01%	536
2022 Q1	$1K	Hold	65	–	–	﹤0.01%	496
2021 Q4	$1K	Hold	65	–	–	﹤0.01%	485
2021 Q3	$1K	Hold	65	–	–	﹤0.01%	475
2021 Q2	$1K	Hold	65	–	–	﹤0.01%	489
2021 Q1	$1K	Hold	65	–	–	﹤0.01%	486
2020 Q4	$1K	Hold	65	–	–	﹤0.01%	451
2020 Q3	$1K	Hold	65	–	–	﹤0.01%	458
2020 Q2	$1K	Hold	65	–	–	﹤0.01%	457
2020 Q1	$1K	Hold	65	–	–	﹤0.01%	443
2019 Q4	$1K	Hold	65	–	–	﹤0.01%	441
2019 Q3	$0	Hold	65	–	–	﹤0.01%	483
2019 Q2	$1K	Hold	65	–	–	﹤0.01%	451
2019 Q1	$1K	Hold	65	–	–	﹤0.01%	455
2018 Q4	$1K	Hold	65	–	–	﹤0.01%	450
2018 Q3	$2K	Hold	65	–	–	﹤0.01%	448
2018 Q2	$2K	Hold	65	–	–	﹤0.01%	457
2018 Q1	$2K	Hold	65	–	–	﹤0.01%	371
2017 Q4	$3K	Hold	65	–	–	﹤0.01%	348
2017 Q3	$3K	Hold	65	–	–	﹤0.01%	330
2017 Q2	$4K	Hold	65	–	–	﹤0.01%	153
2017 Q1	$6K	Hold	65	–	–	0.01%	295
2016 Q4	$11K	Hold	65	–	–	0.01%	228
2016 Q3	$10K	Hold	65	–	–	0.01%	221
2016 Q2	$10K	Hold	65	–	–	0.01%	210
2016 Q1	$11K	Hold	65	–	–	0.01%	209
2015 Q4	$10K	Hold	65	–	–	0.01%	213
2015 Q3	$8K	Hold	65	–	–	0.01%	230
2015 Q2	$11K	Hold	65	–	–	0.01%	223
2015 Q1	$11K	Hold	65	–	–	0.01%	225
2014 Q4	$10K	Buy	+65	New	+$7.22K	0.01%	230

Other funds holding RAD

TCPG

Trivant Custom Portfolio Group San Diego, California $188M AUM 23.55% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

AllSquare Wealth Management's RAD Position: Q2 2024 in Review

AllSquare Wealth Management sold out of Rite Aid Corporation (RAD) in Q2 2024, closing a stake of 65 shares — an estimated $10 sold.

AllSquare Wealth Management first reported a position in RAD in Q4 2014 and held it in 38 quarters. The position peaked at $11K in Q4 2016. 6 funds tracked by Wall St. Rank hold RAD as of Q2 2024.

AllSquare Wealth Management reported no remaining Rite Aid Corporation position as of Q2 2024 after selling out during the quarter.
AllSquare Wealth Management sold 65 Rite Aid Corporation shares in Q2 2024, an estimated $10.
AllSquare Wealth Management first reported a position in Rite Aid Corporation in Q4 2014 and held it in 38 quarters.
AllSquare Wealth Management's Rite Aid Corporation position peaked at $11K in Q4 2016.
6 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q2 2024.

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