CAS
RAD

Coppell Advisory Solutions’s Rite Aid Corporation RAD Stock Holding History

Coppell Advisory Solutions’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
-110
Closed -$367 – 1903
2023
Q3 		$367 Buy
110
+14
+15% +$19 ﹤0.01% 1053
2023
Q2 		$148 Buy
+96
New +$192 ﹤0.01% 1353
2023
Q1 		– Sell
-110
Closed -$367 – 1175
2022
Q4 		$367 Buy
+110
New +$523 ﹤0.01% 1054

Other funds holding RAD

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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
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

Coppell Advisory Solutions's RAD Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 110 shares — an estimated $367 sold.

Coppell Advisory Solutions first reported a position in RAD in Q4 2022 and held it in 3 quarters. The position peaked at $367 in Q3 2023. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 110 Rite Aid Corporation shares in Q4 2023, an estimated $367.
  • Coppell Advisory Solutions first reported a position in Rite Aid Corporation in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Rite Aid Corporation position peaked at $367 in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.