PS
RAD

Planned Solutions’s Rite Aid Corporation RAD Stock Holding History

Planned Solutions’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
2024
Q1 		– Sell
-250
Closed -$55 – 585
2023
Q4 		$55 Buy
+250
New +$156 ﹤0.01% 578
2021
Q1 		– Sell
-250
Closed -$4K – 442
2020
Q4 		$4K Hold
250
– – ﹤0.01% 414
2020
Q3 		$2K Buy
+250
New +$3.57K ﹤0.01% 318

Other funds holding RAD

VL
Vima LLC Troy, Michigan $103M AUM
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 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 $5.56B AUM 17.89% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Planned Solutions's RAD Position: Q1 2024 in Review

Planned Solutions sold out of Rite Aid Corporation (RAD) in Q1 2024, closing a stake of 250 shares — an estimated $55 sold.

Planned Solutions first reported a position in RAD in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 14 funds tracked by Wall St. Rank hold RAD as of Q1 2024.

  • Planned Solutions reported no remaining Rite Aid Corporation position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 250 Rite Aid Corporation shares in Q1 2024, an estimated $55.
  • Planned Solutions first reported a position in Rite Aid Corporation in Q3 2020 and held it in 3 quarters.
  • Planned Solutions's Rite Aid Corporation position peaked at $4K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.