Atlas Private Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Atlas Private Wealth Advisors’s Portfolio CCL Stock Details CCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,688	Closed	-$241K	–	187
2024 Q4	$241K	Buy	+9,688	New	+$227K	0.03%	149
2024 Q1	–	Sell	-10,588	Closed	-$196K	–	115
2023 Q4	$196K	Sell	10,588 -200	-2%	-$2.9K	0.04%	156
2023 Q3	$148K	Buy	+10,788	New	+$179K	0.03%	176
2021 Q4	–	Sell	-465	Closed	-$12K	–	237
2021 Q3	$12K	Hold	465	–	–	0.01%	440
2021 Q2	$12K	Sell	465 -250	-35%	-$7K	0.01%	443
2021 Q1	$19K	Hold	715	–	–	0.01%	386
2020 Q4	$15K	Hold	715	–	–	0.01%	374
2020 Q3	$11K	Buy	715 +200	+39%	+$3.09K	0.01%	375
2020 Q2	$8K	Buy	+515	New	+$7.72K	0.01%	437

Other funds holding CCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Private Wealth Advisors's CCL Position: Q1 2025 in Review

Atlas Private Wealth Advisors sold out of Carnival Corporation Ltd (CCL) in Q1 2025, closing a stake of 9,688 shares — an estimated $241K sold.

Atlas Private Wealth Advisors first reported a position in CCL in Q2 2020 and held it in 9 quarters. The position peaked at $241K in Q4 2024. 937 funds tracked by Wall St. Rank hold CCL as of Q1 2025.

Atlas Private Wealth Advisors reported no remaining Carnival Corporation Ltd position as of Q1 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 9,688 Carnival Corporation Ltd shares in Q1 2025, an estimated $241K.
Atlas Private Wealth Advisors first reported a position in Carnival Corporation Ltd in Q2 2020 and held it in 9 quarters.
Atlas Private Wealth Advisors's Carnival Corporation Ltd position peaked at $241K in Q4 2024.
937 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.