Toth Financial Advisory’s Rite Aid Corporation RAD Stock Holding History

Toth Financial 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
2023 Q4	–	Sell	-35	Closed	-$16	–	813
2023 Q3	$16	Hold	35	–	–	﹤0.01%	754
2023 Q2	$53	Hold	35	–	–	﹤0.01%	765
2023 Q1	$79	Hold	35	–	–	﹤0.01%	801
2022 Q4	$117	Hold	35	–	–	﹤0.01%	701
2022 Q3	$0	Hold	35	–	–	﹤0.01%	825
2022 Q2	$0	Hold	35	–	–	﹤0.01%	795
2022 Q1	$0	Hold	35	–	–	﹤0.01%	829
2021 Q4	$1K	Hold	35	–	–	﹤0.01%	731
2021 Q3	$0	Hold	35	–	–	﹤0.01%	810
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	677
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	661
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	588
2020 Q3	$0	Hold	35	–	–	﹤0.01%	623
2020 Q2	$1K	Hold	35	–	–	﹤0.01%	532
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	442
2019 Q4	$1K	Hold	35	–	–	﹤0.01%	473
2019 Q3	$0	Hold	35	–	–	﹤0.01%	512
2019 Q2	$0	Hold	35	–	–	﹤0.01%	486
2019 Q1	$0	Hold	35	–	–	﹤0.01%	461
2018 Q4	$0	Hold	35	–	–	﹤0.01%	470
2018 Q3	$1K	Hold	35	–	–	﹤0.01%	423
2018 Q2	$1K	Hold	35	–	–	﹤0.01%	421
2018 Q1	$1K	Sell	35 -750	-96%	-$29.7K	﹤0.01%	421
2017 Q4	$31K	Buy	+785	New	+$28K	0.01%	242
2016 Q2	–	Sell	-3,585	Closed	-$584K	–	119
2016 Q1	$584K	Sell	3,585 -70	-2%	-$11K	0.19%	87
2015 Q4	$573K	Buy	3,655 +243	+7%	+$36K	0.19%	86
2015 Q3	$414K	Buy	3,412 +25	+0.7%	+$4.17K	0.15%	94
2015 Q2	$566K	Sell	3,387 -31	-0.9%	-$5.2K	0.19%	87
2015 Q1	$594K	Buy	3,418 +202	+6%	+$31.5K	0.2%	85
2014 Q4	$484K	Buy	+3,216	New	+$357K	0.17%	93

Other funds holding RAD

Barclays London, United Kingdom $521B AUM 51.41% 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

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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 $455M AUM 13.63% 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 $6.56B AUM 32.24% 1-Year Est. Return

Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

Toth Financial Advisory's RAD Position: Q4 2023 in Review

Toth Financial Advisory sold out of Rite Aid Corporation (RAD) in Q4 2023, closing a stake of 35 shares — an estimated $16 sold.

Toth Financial Advisory first reported a position in RAD in Q4 2014 and held it in 30 quarters. The position peaked at $594K in Q1 2015. 24 funds tracked by Wall St. Rank hold RAD as of Q4 2023.

Toth Financial Advisory reported no remaining Rite Aid Corporation position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 35 Rite Aid Corporation shares in Q4 2023, an estimated $16.
Toth Financial Advisory first reported a position in Rite Aid Corporation in Q4 2014 and held it in 30 quarters.
Toth Financial Advisory's Rite Aid Corporation position peaked at $594K in Q1 2015.
24 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.