PWPS
RAD

Pinnacle Wealth Planning Services’s Rite Aid Corporation RAD Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-1,351
Closed -$22K – 2122
2020
Q4 		$22K Buy
+1,351
New +$17.4K 0.01% 1129

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's RAD Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Rite Aid Corporation (RAD) in Q1 2021, closing a stake of 1,351 shares — an estimated $22K sold.

Pinnacle Wealth Planning Services first reported a position in RAD in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 208 funds tracked by Wall St. Rank hold RAD as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Rite Aid Corporation position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,351 Rite Aid Corporation shares in Q1 2021, an estimated $22K.
  • Pinnacle Wealth Planning Services first reported a position in Rite Aid Corporation in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Rite Aid Corporation position peaked at $22K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.