Creative Planning
RAD

Creative Planning’s Rite Aid Corporation RAD Stock Holding History

Creative Planning’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
2016
Q4 		– Sell
-50
Closed -$1K – 4909
2016
Q3 		$1K Hold
50
– – ﹤0.01% 4471
2016
Q2 		$1K Hold
50
– – ﹤0.01% 4246
2016
Q1 		$2K Hold
50
– – ﹤0.01% 4011
2015
Q4 		$1K Hold
50
– – ﹤0.01% 4276
2015
Q3 		$1K Buy
+50
New +$8.33K ﹤0.01% 4179
2015
Q2 		– Sell
-50
Closed -$3K – 3227
2015
Q1 		$3K Sell
50
-200
-80% -$31.1K ﹤0.01% 3784
2014
Q4 		$9K Buy
+250
New +$27.8K ﹤0.01% 3199

Other funds holding RAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's RAD Position: Q3 2021 in Review

Creative Planning sold out of Rite Aid Corporation (RAD) in Q3 2021, closing a stake of 29,439 shares — an estimated $480K sold.

Creative Planning first reported a position in RAD in Q2 2013 and held it in 32 quarters. The position peaked at $8.57M in Q4 2019. 183 funds tracked by Wall St. Rank hold RAD as of Q3 2021.

  • Creative Planning reported no remaining Rite Aid Corporation position as of Q3 2021 after selling out during the quarter.
  • Creative Planning sold 29,439 Rite Aid Corporation shares in Q3 2021, an estimated $480K.
  • Creative Planning first reported a position in Rite Aid Corporation in Q2 2013 and held it in 32 quarters.
  • Creative Planning's Rite Aid Corporation position peaked at $8.57M in Q4 2019.
  • 183 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.