BC
RAD

Bartlett & Co’s Rite Aid Corporation RAD Stock Holding History

Bartlett & Co’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
2023
Q4 		$0 Buy
+1
New +$1 ﹤0.01% 1268
2016
Q1 		– Sell
-25
Closed -$4K – 745
2015
Q4 		$4K Buy
+25
New +$3.7K ﹤0.01% 681

Other funds holding RAD

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $306M AUM 24.15% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
TCPG
Trivant Custom Portfolio Group San Diego, California $182M AUM 19.54% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return

Bartlett & Co's RAD Position: Q4 2023 in Review

Bartlett & Co opened a new position in Rite Aid Corporation (RAD) in Q4 2023: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1268 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in RAD as recently as Q4 2015.

Bartlett & Co first reported a position in RAD in Q4 2015 and has held it in 2 quarters since. The position peaked at $4K in Q4 2015. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

  • Bartlett & Co held 1 share of Rite Aid Corporation worth $0 as of Q4 2023.
  • Rite Aid Corporation was a new Bartlett & Co position in Q4 2023.
  • Rite Aid Corporation made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1268 holding.
  • Bartlett & Co first reported a position in Rite Aid Corporation in Q4 2015 and has held it in 2 quarters since.
  • Bartlett & Co's Rite Aid Corporation position peaked at $4K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.