Sittner & Nelson’s Rite Aid Corporation RAD Stock Holding History

Sittner & Nelson’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	-200	Closed	-$44	–	513
2023 Q4	$44	Sell	200 -5	-2%	-$3	﹤0.01%	447
2023 Q3	$92	Hold	205	–	–	﹤0.01%	454
2023 Q2	$310	Hold	205	–	–	﹤0.01%	465
2023 Q1	$459	Hold	205	–	–	﹤0.01%	474
2022 Q4	$685	Buy	205 +200	+4,000%	+$950	﹤0.01%	442
2022 Q3	$0	Hold	5	–	–	﹤0.01%	496
2022 Q2	$0	Hold	5	–	–	﹤0.01%	494
2022 Q1	$0	Hold	5	–	–	﹤0.01%	457
2021 Q4	$0	Hold	5	–	–	﹤0.01%	451
2021 Q3	$0	Hold	5	–	–	﹤0.01%	424
2021 Q2	$0	Hold	5	–	–	﹤0.01%	417
2021 Q1	$0	Hold	5	–	–	﹤0.01%	456
2020 Q4	$0	Buy	+5	New	+$64	﹤0.01%	427

Other funds holding RAD

Vima LLC Troy, Michigan $48.7M AUM 31.82% 1-Year Est. Return

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

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

Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.27B AUM 23.66% 1-Year Est. Return

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return