DWM
RAD

Dakota Wealth Management’s Rite Aid Corporation RAD Stock Holding History

Dakota Wealth Management’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
-10,010
Closed -$4.49K – 720
2023
Q3 		$4.49K Hold
10,010
– – ﹤0.01% 656
2023
Q2 		$15.1K Hold
10,010
– – ﹤0.01% 644
2023
Q1 		$22.4K Buy
+10,010
New +$33.2K ﹤0.01% 615

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LFA
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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

Dakota Wealth Management's RAD Position: Q4 2023 in Review

Dakota Wealth Management sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 10,010 shares — an estimated $4.49K sold.

Dakota Wealth Management first reported a position in RAD in Q1 2023 and held it in 3 quarters. The position peaked at $22.4K in Q1 2023. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

  • Dakota Wealth Management reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 10,010 Rite Aid Corporation shares in Q4 2023, an estimated $4.49K.
  • Dakota Wealth Management first reported a position in Rite Aid Corporation in Q1 2023 and held it in 3 quarters.
  • Dakota Wealth Management's Rite Aid Corporation position peaked at $22.4K in Q1 2023.
  • 24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.