JWA
RAD

JFS Wealth Advisors’s Rite Aid Corporation RAD Stock Holding History

JFS Wealth Advisors’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
-47
Closed -$22 – 2064
2023
Q3 		$22 Hold
47
– – ﹤0.01% 1955
2023
Q2 		$71 Hold
47
– – ﹤0.01% 1939
2023
Q1 		$106 Hold
47
– – ﹤0.01% 1885
2022
Q4 		$157 Sell
47
-50
-52% -$238 ﹤0.01% 1849
2022
Q3 		$0 Buy
97
+42
+76% +$326 ﹤0.01% 1975
2022
Q2 		$0 Hold
55
– – ﹤0.01% 1988
2022
Q1 		$0 Sell
55
-79
-59% -$827 ﹤0.01% 2010
2021
Q4 		$2K Hold
134
– – ﹤0.01% 1214
2021
Q3 		$2K Sell
134
-50
-27% -$787 ﹤0.01% 794
2021
Q2 		$3K Hold
184
– – ﹤0.01% 539
2021
Q1 		$4K Sell
184
-2,000
-92% -$43.4K ﹤0.01% 498
2020
Q4 		$35K Hold
2,184
– – 0.01% 277
2020
Q3 		$21K Buy
2,184
+2,000
+1,087% +$28.5K 0.01% 310
2020
Q2 		$3K Hold
184
– – ﹤0.01% 475
2020
Q1 		$3K Sell
184
-2,500
-93% -$35K ﹤0.01% 426
2019
Q4 		$42K Hold
2,684
– – 0.01% 256
2019
Q3 		$19K Hold
2,684
– – ﹤0.01% 311
2019
Q2 		$21K Hold
2,684
– – 0.01% 301
2019
Q1 		$34K Sell
2,684
-650
-19% -$10K 0.01% 251
2018
Q4 		$47K Hold
3,334
– – 0.01% 232
2018
Q3 		$85K Hold
3,334
– – 0.02% 211
2018
Q2 		$115K Hold
3,334
– – 0.03% 182
2018
Q1 		$112K Buy
3,334
+50
+2% +$1.98K 0.03% 186
2017
Q4 		$129K Buy
3,284
+25
+0.8% +$893 0.03% 183
2017
Q3 		$128K Sell
3,259
-891
-21% -$42.2K 0.03% 170
2017
Q2 		$245K Hold
4,150
– – 0.07% 109
2017
Q1 		$684K Hold
4,150
– – 0.19% 79
2016
Q4 		$684K Sell
4,150
-999
-19% -$151K 0.19% 79
2016
Q3 		$792K Buy
5,149
+4,461
+648% +$666K 0.23% 72
2016
Q2 		$103K Sell
688
-750
-52% -$118K 0.03% 205
2016
Q1 		$234K Hold
1,438
– – 0.07% 118
2015
Q4 		$225K Hold
1,438
– – 0.06% 124
2015
Q3 		$175K Buy
+1,438
New +$240K 0.08% 114

Other funds holding RAD

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
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

JFS Wealth Advisors's RAD Position: Q4 2023 in Review

JFS Wealth Advisors sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 47 shares — an estimated $22 sold.

JFS Wealth Advisors first reported a position in RAD in Q3 2015 and held it in 33 quarters. The position peaked at $792K in Q3 2016. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

  • JFS Wealth Advisors reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 47 Rite Aid Corporation shares in Q4 2023, an estimated $22.
  • JFS Wealth Advisors first reported a position in Rite Aid Corporation in Q3 2015 and held it in 33 quarters.
  • JFS Wealth Advisors's Rite Aid Corporation position peaked at $792K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on JFS Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.