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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $306M AUM 24.15% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Trivant Custom Portfolio Group San Diego, California $182M AUM 19.54% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return