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Amplius Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Amplius Wealth 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
2022
Q1 		– Sell
-125
Closed -$9K – 729
2021
Q4 		$9K Buy
+125
New +$10.2K ﹤0.01% 626

Other funds holding RCL

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's RCL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Royal Caribbean (RCL) in Q1 2022, closing a stake of 125 shares — an estimated $9K sold.

Amplius Wealth Advisors first reported a position in RCL in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 681 funds tracked by Wall St. Rank hold RCL as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Royal Caribbean position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 125 Royal Caribbean shares in Q1 2022, an estimated $9K.
  • Amplius Wealth Advisors first reported a position in Royal Caribbean in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Royal Caribbean position peaked at $9K in Q4 2021.
  • 681 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.