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 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

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 $455M AUM 13.63% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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.