KFS
RAD

Kelly Financial Services’s Rite Aid Corporation RAD Stock Holding History

Kelly Financial Services’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
-50
Closed -$22 – 817
2023
Q3 		$22 Hold
50
– – ﹤0.01% 753
2023
Q2 		$76 Hold
50
– – ﹤0.01% 704
2023
Q1 		$112 Hold
50
– – ﹤0.01% 675
2022
Q4 		$167 Hold
50
– – ﹤0.01% 647
2022
Q3 		$248 Hold
50
– – ﹤0.01% 643
2022
Q2 		$337 Hold
50
– – ﹤0.01% 623
2022
Q1 		$438 Hold
50
– – ﹤0.01% 616
2021
Q4 		$735 Hold
50
– – ﹤0.01% 600
2021
Q3 		$710 Hold
50
– – ﹤0.01% 582
2021
Q2 		$815 Hold
50
– – ﹤0.01% 565
2021
Q1 		$1.02K Hold
50
– – ﹤0.01% 549
2020
Q4 		$792 Hold
50
– – ﹤0.01% 528
2020
Q3 		$475 Hold
50
– – ﹤0.01% 519
2020
Q2 		$853 Hold
50
– – ﹤0.01% 511
2020
Q1 		$750 Hold
50
– – ﹤0.01% 486
2019
Q4 		$774 Hold
50
– – ﹤0.01% 488
2019
Q3 		$348 Hold
50
– – ﹤0.01% 497
2019
Q2 		$401 Sell
50
-150
-75% -$1.29K ﹤0.01% 454
2019
Q1 		$2.54K Buy
+200
New +$3.09K ﹤0.01% 350

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

Kelly Financial Services's RAD Position: Q4 2023 in Review

Kelly Financial Services sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 50 shares — an estimated $22 sold.

Kelly Financial Services first reported a position in RAD in Q1 2019 and held it in 19 quarters. The position peaked at $2.54K in Q1 2019. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

  • Kelly Financial Services reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 50 Rite Aid Corporation shares in Q4 2023, an estimated $22.
  • Kelly Financial Services first reported a position in Rite Aid Corporation in Q1 2019 and held it in 19 quarters.
  • Kelly Financial Services's Rite Aid Corporation position peaked at $2.54K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.