GoalVest Advisory’s Rite Aid Corporation RAD Stock Holding History

GoalVest Advisory’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
2024 Q2	–	Sell	-7	Closed	-$1	–	415
2024 Q1	$1	Buy	+7	New	+$1	﹤0.01%	409

Other funds holding RAD

TCPG

Trivant Custom Portfolio Group San Diego, California $188M AUM 23.55% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

GoalVest Advisory's RAD Position: Q2 2024 in Review

GoalVest Advisory sold out of Rite Aid Corporation (RAD) in Q2 2024, closing a stake of 7 shares — an estimated $1 sold.

GoalVest Advisory first reported a position in RAD in Q1 2024 and held it in 1 quarter. The position peaked at $1 in Q1 2024. 6 funds tracked by Wall St. Rank hold RAD as of Q2 2024.

GoalVest Advisory reported no remaining Rite Aid Corporation position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 7 Rite Aid Corporation shares in Q2 2024, an estimated $1.
GoalVest Advisory first reported a position in Rite Aid Corporation in Q1 2024 and held it in 1 quarter.
GoalVest Advisory's Rite Aid Corporation position peaked at $1 in Q1 2024.
6 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.