AWM
NCLH icon

Accel Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History

Accel Wealth Management’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,800
Closed -$64.6K – 611
2023
Q1 		$64.6K Sell
4,800
-400
-8% -$5.99K 0.03% 423
2022
Q4 		$63.6K Sell
5,200
-580
-10% -$8.73K 0.03% 322
2022
Q3 		$77K Sell
5,780
-800
-12% -$10.5K 0.04% 285
2022
Q2 		$78K Hold
6,580
– – 0.04% 269
2022
Q1 		$144K Sell
6,580
-900
-12% -$18.4K 0.07% 200
2021
Q4 		$155K Buy
7,480
+575
+8% +$13.8K 0.08% 194
2021
Q3 		$184K Sell
6,905
-50
-0.7% -$1.27K 0.12% 145
2021
Q2 		$205K Buy
6,955
+3,000
+76% +$90.4K 0.14% 141
2021
Q1 		$109K Buy
3,955
+3,455
+691% +$91.9K 0.09% 203
2020
Q4 		$13K Buy
+500
New +$10.4K 0.01% 578

Other funds holding NCLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return