IFWM
RAD

Institute for Wealth Management’s Rite Aid Corporation RAD Stock Holding History

Institute for 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
Q2 		– Sell
-5,203
Closed -$66K – 501
2019
Q1 		$66K Buy
+5,203
New +$80.3K 0.01% 441
2018
Q3 		– Sell
-6,359
Closed -$221K – 220
2018
Q2 		$221K Buy
+6,359
New +$216K 0.07% 207
2018
Q1 		– Sell
-1,748
Closed -$67K – 407
2017
Q4 		$67K Buy
+1,748
New +$62.5K 0.02% 382
2017
Q3 		– Sell
-3,539
Closed -$199K – 403
2017
Q2 		$199K Buy
+3,539
New +$267K 0.05% 380

Other funds holding RAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Institute for Wealth Management's RAD Position: Q2 2019 in Review

Institute for Wealth Management sold out of Rite Aid Corporation (RAD) in Q2 2019, closing a stake of 5,203 shares — an estimated $66K sold.

Institute for Wealth Management first reported a position in RAD in Q2 2017 and held it in 4 quarters. The position peaked at $221K in Q2 2018. 192 funds tracked by Wall St. Rank hold RAD as of Q2 2019.

  • Institute for Wealth Management reported no remaining Rite Aid Corporation position as of Q2 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 5,203 Rite Aid Corporation shares in Q2 2019, an estimated $66K.
  • Institute for Wealth Management first reported a position in Rite Aid Corporation in Q2 2017 and held it in 4 quarters.
  • Institute for Wealth Management's Rite Aid Corporation position peaked at $221K in Q2 2018.
  • 192 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q2 2019.

Based on Institute for Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.