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Atria Wealth Solutions’s Carnival Corporation Ltd CCL Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.14M Sell
40,413
-12,150
-23% -$260K 0.03% 593
2025
Q1 		$1.03M Sell
52,563
-8,095
-13% -$193K 0.01% 882
2024
Q4 		$1.51M Buy
60,658
+10,789
+22% +$252K 0.02% 749
2024
Q3 		$922K Sell
49,869
-5,105
-9% -$86.4K 0.01% 939
2024
Q2 		$1.03M Buy
54,974
+10,164
+23% +$157K 0.01% 888
2024
Q1 		$732K Sell
44,810
-473
-1% -$7.69K 0.01% 1054
2023
Q4 		$840K Sell
45,283
-940
-2% -$13.6K 0.01% 944
2023
Q3 		$634K Sell
46,223
-4,521
-9% -$74.9K 0.01% 1022
2023
Q2 		$956K Sell
50,744
-5,941
-10% -$69.5K 0.01% 852
2023
Q1 		$575K Buy
56,685
+10,654
+23% +$110K 0.01% 1049
2022
Q4 		$371K Buy
46,031
+414
+0.9% +$3.57K 0.01% 1240
2022
Q3 		$321K Buy
45,617
+1,660
+4% +$16.1K 0.01% 1259
2022
Q2 		$380K Buy
43,957
+852
+2% +$12.5K 0.01% 1094
2022
Q1 		$872K Buy
+43,105
New +$871K 0.01% 790

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State Street
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return