TFA
RAD

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
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
SPIA
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 $436M AUM 18.5% 1-Year Est. Return
PS
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
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
SN
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.