Sound Income Strategies’s Rite Aid Corporation RAD Stock Holding History

Sound Income Strategies’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	-100	Closed	-$45	–	1416
2023 Q3	$45	Hold	100	–	–	﹤0.01%	1126
2023 Q2	$151	Hold	100	–	–	﹤0.01%	1075
2023 Q1	$224	Hold	100	–	–	﹤0.01%	1029
2022 Q4	$334	Hold	100	–	–	﹤0.01%	939
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1003
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	870
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	859
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	827
2021 Q3	$1K	Sell	100 -5	-5%	-$79	﹤0.01%	807
2021 Q2	$2K	Hold	105	–	–	﹤0.01%	757
2021 Q1	$2.15K	Hold	105	–	–	﹤0.01%	762
2020 Q4	$2K	Hold	105	–	–	﹤0.01%	743
2020 Q3	$1K	Hold	105	–	–	﹤0.01%	813
2020 Q2	$2K	Hold	105	–	–	﹤0.01%	664
2020 Q1	$2K	Hold	105	–	–	﹤0.01%	622
2019 Q4	$2K	Hold	105	–	–	﹤0.01%	592
2019 Q3	$1K	Hold	105	–	–	﹤0.01%	646
2019 Q2	$1K	Hold	105	–	–	﹤0.01%	645
2019 Q1	$1K	Hold	105	–	–	﹤0.01%	649
2018 Q4	$1K	Hold	105	–	–	﹤0.01%	644
2018 Q3	$3K	Sell	105 -70	-40%	-$2.15K	﹤0.01%	525
2018 Q2	$6K	Buy	175 +70	+67%	+$2.38K	﹤0.01%	410
2018 Q1	$4K	Hold	105	–	–	﹤0.01%	426
2017 Q4	$4K	Buy	+105	New	+$3.75K	﹤0.01%	355

Other funds holding RAD

Barclays London, United Kingdom $416B AUM 33.63% 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 22.89% 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 $436M AUM 18.5% 1-Year Est. Return

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

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

Sound Income Strategies's RAD Position: Q4 2023 in Review

Sound Income Strategies sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 100 shares — an estimated $45 sold.

Sound Income Strategies first reported a position in RAD in Q4 2017 and held it in 24 quarters. The position peaked at $6K in Q2 2018. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

Sound Income Strategies reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
Sound Income Strategies sold 100 Rite Aid Corporation shares in Q4 2023, an estimated $45.
Sound Income Strategies first reported a position in Rite Aid Corporation in Q4 2017 and held it in 24 quarters.
Sound Income Strategies's Rite Aid Corporation position peaked at $6K in Q2 2018.
24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.