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Alera Investment Advisors’s Royal Caribbean RCL Stock Holding History

Alera Investment Advisors’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$261K Sell
1,474
-209
-12% -$33.9K 0.03% 227
2024
Q2 		$268K Buy
+1,683
New +$242K 0.03% 214
2019
Q2 		– Sell
-31
Closed -$4K – 788
2019
Q1 		$4K Sell
31
-6
-16% -$682 ﹤0.01% 690
2018
Q4 		$4K Buy
+37
New +$4.05K ﹤0.01% 651

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's RCL Position: Q3 2024 in Review

Alera Investment Advisors reduced its Royal Caribbean (RCL) stake by 12% in Q3 2024, selling an estimated $33.9K and leaving 1,474 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #227.

Alera Investment Advisors first reported a position in RCL in Q4 2018 and has held it in 4 quarters since. The position peaked at $268K in Q2 2024. 949 funds tracked by Wall St. Rank hold RCL as of Q3 2024.

  • Alera Investment Advisors held 1,474 shares of Royal Caribbean worth $261K as of Q3 2024.
  • Alera Investment Advisors sold 209 Royal Caribbean shares in Q3 2024, an estimated $33.9K.
  • Royal Caribbean made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #227 holding.
  • Alera Investment Advisors first reported a position in Royal Caribbean in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's Royal Caribbean position peaked at $268K in Q2 2024.
  • 949 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.