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Atria Wealth Solutions’s Norwegian Cruise Line NCLH Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-30,993
Closed -$797K – 2008
2024
Q4 		$797K Buy
+30,993
New +$783K 0.01% 1023
2023
Q4 		– Sell
-14,091
Closed -$232K – 1993
2023
Q3 		$232K Sell
14,091
-10,474
-43% -$193K ﹤0.01% 1585
2023
Q2 		$535K Sell
24,565
-3,501
-12% -$53.6K 0.01% 1123
2023
Q1 		$377K Buy
28,066
+4,634
+20% +$69.4K 0.01% 1296
2022
Q4 		$287K Sell
23,432
-70
-0.3% -$1.05K ﹤0.01% 1387
2022
Q3 		$267K Sell
23,502
-4,962
-17% -$65.3K ﹤0.01% 1371
2022
Q2 		$316K Sell
28,464
-23,745
-45% -$398K 0.01% 1192
2022
Q1 		$1.14M Buy
+52,209
New +$1.07M 0.02% 673

Other funds holding NCLH

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return