BSW
RAD

Buckingham Strategic Wealth’s Rite Aid Corporation RAD Stock Holding History

Buckingham Strategic Wealth’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 		– Sell
-30,851
Closed -$13.8K – 752
2023
Q3 		$13.8K Hold
30,851
– – ﹤0.01% 684
2023
Q2 		$46.6K Sell
30,851
-25
-0.1% -$50 ﹤0.01% 680
2023
Q1 		$103K Hold
30,876
– – ﹤0.01% 586
2022
Q4 		$103K Sell
30,876
-31
-0.1% -$147 ﹤0.01% 588
2022
Q3 		$153K Buy
30,907
+31
+0.1% +$241 ﹤0.01% 562
2022
Q2 		$208K Hold
30,876
– – ﹤0.01% 551
2022
Q1 		$270K Sell
30,876
-4
-0% -$42 0.01% 498
2021
Q4 		$454K Sell
30,880
-12
-0% -$162 0.01% 385
2021
Q3 		$439K Buy
30,892
+17
+0.1% +$268 0.01% 383
2021
Q2 		$503K Sell
30,875
-11
-0% -$211 0.01% 361
2021
Q1 		$632K Buy
30,886
+11
+0% +$239 0.03% 286
2020
Q4 		$489K Hold
30,875
– – 0.03% 320
2020
Q3 		$293K Buy
+30,875
New +$441K 0.02% 369
2016
Q3 		– Sell
-808
Closed -$121K – 252
2016
Q2 		$121K Buy
+808
New +$127K 0.04% 231

Other funds holding RAD

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 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 $188M AUM 23.55% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

Buckingham Strategic Wealth's RAD Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 30,851 shares — an estimated $13.8K sold.

Buckingham Strategic Wealth first reported a position in RAD in Q2 2016 and held it in 14 quarters. The position peaked at $632K in Q1 2021. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 30,851 Rite Aid Corporation shares in Q4 2023, an estimated $13.8K.
  • Buckingham Strategic Wealth first reported a position in Rite Aid Corporation in Q2 2016 and held it in 14 quarters.
  • Buckingham Strategic Wealth's Rite Aid Corporation position peaked at $632K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.