Steward Partners Investment Advisory
RAD

Steward Partners Investment Advisory’s Rite Aid Corporation RAD Stock Holding History

Steward Partners Investment Advisory’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
-2,025
Closed -$443 – 3715
2023
Q4 		$443 Buy
2,025
+1,000
+98% +$624 ﹤0.01% 3366
2023
Q3 		$459 Hold
1,025
– – ﹤0.01% 3251
2023
Q2 		$1.55K Hold
1,025
– – ﹤0.01% 3072
2023
Q1 		$2.3K Hold
1,025
– – ﹤0.01% 2988
2022
Q4 		$3.42K Hold
1,025
– – ﹤0.01% 2896
2022
Q3 		$5K Sell
1,025
-95
-8% -$737 ﹤0.01% 2802
2022
Q2 		$8K Hold
1,120
– – ﹤0.01% 2613
2022
Q1 		$10K Sell
1,120
-230
-17% -$2.41K ﹤0.01% 2685
2021
Q4 		$20K Hold
1,350
– – ﹤0.01% 2332
2021
Q3 		$19K Buy
1,350
+210
+18% +$3.31K ﹤0.01% 2358
2021
Q2 		$19K Buy
1,140
+65
+6% +$1.24K ﹤0.01% 5211
2021
Q1 		$22K Hold
1,075
– – ﹤0.01% 2428
2020
Q4 		$17K Sell
1,075
-153
-12% -$1.97K ﹤0.01% 2123
2020
Q3 		$12K Buy
1,228
+103
+9% +$1.47K ﹤0.01% 2082
2020
Q2 		$19K Hold
1,125
– – ﹤0.01% 1801
2020
Q1 		$16K Buy
1,125
+75
+7% +$1.05K ﹤0.01% 1702
2019
Q4 		$16K Hold
1,050
– – ﹤0.01% 1846
2019
Q3 		$7K Hold
1,050
– – ﹤0.01% 2166
2019
Q2 		$8K Buy
+1,050
New +$9.05K ﹤0.01% 2093
2018
Q4 		– Sell
-150
Closed -$4K – 2311
2018
Q3 		$4K Sell
150
-200
-57% -$6.16K ﹤0.01% 2239
2018
Q2 		$12K Buy
350
+206
+143% +$6.99K ﹤0.01% 1682
2018
Q1 		$4K Sell
144
-30
-17% -$1.19K ﹤0.01% 1882
2017
Q4 		$6K Buy
174
+159
+1,060% +$5.68K ﹤0.01% 1483
2017
Q3 		$0 Sell
15
-10
-40% -$474 ﹤0.01% 1790
2017
Q2 		$1K Buy
25
+22
+733% +$1.66K ﹤0.01% 1572
2017
Q1 		$0 Sell
3
-58
-95% -$6.98K ﹤0.01% 1587
2016
Q4 		$10K Buy
+61
New +$9.22K ﹤0.01% 566

Other funds holding RAD

VL
Vima LLC Troy, Michigan $103M AUM
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
TCPG
Trivant Custom Portfolio Group San Diego, California $188M AUM 23.55% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 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 $345M AUM 39.04% 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

Steward Partners Investment Advisory's RAD Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Rite Aid Corporation (RAD) in Q1 2024, closing a stake of 2,025 shares — an estimated $443 sold.

Steward Partners Investment Advisory first reported a position in RAD in Q4 2016 and held it in 27 quarters. The position peaked at $22K in Q1 2021. 14 funds tracked by Wall St. Rank hold RAD as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Rite Aid Corporation position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,025 Rite Aid Corporation shares in Q1 2024, an estimated $443.
  • Steward Partners Investment Advisory first reported a position in Rite Aid Corporation in Q4 2016 and held it in 27 quarters.
  • Steward Partners Investment Advisory's Rite Aid Corporation position peaked at $22K in Q1 2021.
  • 14 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.