Avantax Advisory Services’s Royal Caribbean RCL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$4.39M	Sell	14,028 -156	-1%	-$37.1K	0.02%	492
2025 Q1	$2.91M	Buy	14,184 +822	+6%	+$194K	0.02%	589
2024 Q4	$3.08M	Buy	13,362 +156	+1%	+$34.5K	0.02%	552
2024 Q3	$2.34M	Buy	13,206 +647	+5%	+$105K	0.02%	623
2024 Q2	$2M	Buy	12,559 +573	+5%	+$82.4K	0.01%	661
2024 Q1	$1.67M	Sell	11,986 -21	-0.2%	-$2.62K	0.01%	586
2023 Q4	$1.55M	Buy	12,007 +178	+2%	+$18.1K	0.02%	581
2023 Q3	$1.09M	Sell	11,829 -117	-1%	-$11.7K	0.01%	652
2023 Q2	$1.24M	Sell	11,946 -5	-0%	-$392	0.01%	610
2023 Q1	$780K	Sell	11,951 -555	-4%	-$36.6K	0.01%	744
2022 Q4	$618K	Sell	12,506 -49	-0.4%	-$2.57K	0.01%	782
2022 Q3	$476K	Buy	12,555 +1,558	+14%	+$63.1K	0.01%	797
2022 Q2	$384K	Buy	10,997 +31	+0.3%	+$1.93K	0.01%	894
2022 Q1	$915K	Buy	10,966 +285	+3%	+$22.4K	0.01%	568
2021 Q4	$821K	Sell	10,681 -588	-5%	-$47.8K	0.01%	586
2021 Q3	$1M	Buy	11,269 +40	+0.4%	+$3.24K	0.02%	488
2021 Q2	$961K	Buy	11,229 +932	+9%	+$81.2K	0.02%	486
2021 Q1	$882K	Buy	10,297 +393	+4%	+$31.2K	0.02%	457
2020 Q4	$734K	Sell	9,904 -8,652	-47%	-$603K	0.02%	443
2020 Q3	$1.19M	Buy	18,556 +4,374	+31%	+$258K	0.02%	493
2020 Q2	$712K	Buy	+14,182	New	+$642K	0.02%	405
2020 Q1	–	Sell	-1,535	Closed	-$205K	–	872
2019 Q4	$205K	Buy	+1,535	New	+$179K	﹤0.01%	774
2019 Q1	–	Sell	-2,145	Closed	-$212K	–	496
2018 Q4	$212K	Buy	+2,145	New	+$235K	0.04%	367

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's RCL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Royal Caribbean (RCL) stake by 1.1% in Q2 2025, selling an estimated $37.1K and leaving 14,028 shares worth $4.39M. The position accounts for 0.02% of the portfolio, ranked #492.

Avantax Advisory Services first reported a position in RCL in Q4 2018 and has held it in 23 quarters since. 1,154 funds tracked by Wall St. Rank hold RCL as of Q2 2025.

Avantax Advisory Services held 14,028 shares of Royal Caribbean worth $4.39M as of Q2 2025.
Avantax Advisory Services sold 156 Royal Caribbean shares in Q2 2025, an estimated $37.1K.
Royal Caribbean made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #492 holding.
Avantax Advisory Services first reported a position in Royal Caribbean in Q4 2018 and has held it in 23 quarters since.
1,154 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.