MW
RAD

MBL Wealth’s Rite Aid Corporation RAD Stock Holding History

MBL Wealth’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
-81,957
Closed -$36.7K – 199
2023
Q3 		$36.7K Hold
81,957
– – 0.01% 176
2023
Q2 		$124K Hold
81,957
– – 0.02% 174
2023
Q1 		$184K Hold
81,957
– – 0.03% 158
2022
Q4 		$274K Hold
81,957
– – 0.05% 132
2022
Q3 		$406K Hold
81,957
– – 0.09% 109
2022
Q2 		$552K Hold
81,957
– – 0.14% 90
2022
Q1 		$717K Buy
+81,957
New +$858K 0.18% 78
2021
Q3 		$1.16M Buy
+81,957
New +$1.29M 0.4% 46
2021
Q1 		$1.68M Hold
81,957
– – 0.58% 40
2020
Q4 		$1.3M Buy
+81,957
New +$1.05M 0.51% 40

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 $455M AUM 13.63% 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

MBL Wealth's RAD Position: Q4 2023 in Review

MBL Wealth sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 81,957 shares — an estimated $36.7K sold.

MBL Wealth first reported a position in RAD in Q4 2020 and held it in 10 quarters. The position peaked at $1.68M in Q1 2021. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

  • MBL Wealth reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
  • MBL Wealth sold 81,957 Rite Aid Corporation shares in Q4 2023, an estimated $36.7K.
  • MBL Wealth first reported a position in Rite Aid Corporation in Q4 2020 and held it in 10 quarters.
  • MBL Wealth's Rite Aid Corporation position peaked at $1.68M in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on MBL Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.