DWM
RAD

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

Doyle 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
2019
Q3 		– Sell
-25
Closed – – 809
2019
Q2 		$0 Buy
+25
New +$216 ﹤0.01% 853
2019
Q1 		– Sell
-575
Closed -$8K – 802
2018
Q4 		$8K Hold
575
– – ﹤0.01% 668
2018
Q3 		$15K Hold
575
– – ﹤0.01% 192
2018
Q2 		$20K Buy
575
+25
+5% +$848 ﹤0.01% 184
2018
Q1 		$18K Buy
+550
New +$21.7K ﹤0.01% 164

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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Doyle Wealth Management's RAD Position: Q3 2019 in Review

Doyle Wealth Management sold out of Rite Aid Corporation (RAD) in Q3 2019, closing a stake of 25 shares.

Doyle Wealth Management first reported a position in RAD in Q1 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2018. 181 funds tracked by Wall St. Rank hold RAD as of Q3 2019.

  • Doyle Wealth Management reported no remaining Rite Aid Corporation position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 25 Rite Aid Corporation shares in Q3 2019.
  • Doyle Wealth Management first reported a position in Rite Aid Corporation in Q1 2018 and held it in 5 quarters.
  • Doyle Wealth Management's Rite Aid Corporation position peaked at $20K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.