Carmichael Hill & Associates’s Rite Aid Corporation RAD Stock Holding History

Carmichael Hill & Associates’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	-180	Closed	-$81	–	827
2023 Q3	$81	Hold	180	–	–	﹤0.01%	781
2023 Q2	$272	Hold	180	–	–	﹤0.01%	767
2023 Q1	$404	Hold	180	–	–	﹤0.01%	757
2022 Q4	$601	Hold	180	–	–	﹤0.01%	741
2022 Q3	$1K	Hold	180	–	–	﹤0.01%	803
2022 Q2	$1K	Hold	180	–	–	﹤0.01%	803
2022 Q1	$2K	Hold	180	–	–	﹤0.01%	758
2021 Q4	$3K	Hold	180	–	–	﹤0.01%	752
2021 Q3	$3K	Hold	180	–	–	﹤0.01%	739
2021 Q2	$3K	Hold	180	–	–	﹤0.01%	719
2021 Q1	$4K	Hold	180	–	–	﹤0.01%	687
2020 Q4	$3K	Hold	180	–	–	﹤0.01%	681
2020 Q3	$2K	Hold	180	–	–	﹤0.01%	671
2020 Q2	$3K	Hold	180	–	–	﹤0.01%	620
2020 Q1	$3K	Hold	180	–	–	﹤0.01%	595
2019 Q4	$3K	Buy	+180	New	+$1.76K	﹤0.01%	614

Other funds holding RAD

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 $436M AUM 18.5% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

Carmichael Hill & Associates's RAD Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 180 shares — an estimated $81 sold.

Carmichael Hill & Associates first reported a position in RAD in Q4 2019 and held it in 16 quarters. The position peaked at $4K in Q1 2021. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

Carmichael Hill & Associates reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 180 Rite Aid Corporation shares in Q4 2023, an estimated $81.
Carmichael Hill & Associates first reported a position in Rite Aid Corporation in Q4 2019 and held it in 16 quarters.
Carmichael Hill & Associates's Rite Aid Corporation position peaked at $4K in Q1 2021.
24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.