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Avantax Planning Partners’s Carnival Corporation Ltd CCL Stock Holding History

Avantax Planning Partners’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
-28,908
Closed -$720K – 436
2024
Q4 		$720K Sell
28,908
-780
-3% -$18.3K 0.03% 206
2024
Q3 		$549K Hold
29,688
– – 0.02% 241
2024
Q2 		$556K Sell
29,688
-195
-0.7% -$3.02K 0.02% 271
2024
Q1 		$488K Hold
29,883
– – 0.02% 296
2023
Q4 		$554K Buy
29,883
+73
+0.2% +$1.06K 0.02% 226
2023
Q3 		$409K Hold
29,810
– – 0.02% 249
2023
Q2 		$561K Sell
29,810
-1,179
-4% -$13.8K 0.02% 221
2023
Q1 		$315K Hold
30,989
– – 0.01% 284
2022
Q4 		$250K Sell
30,989
-821
-3% -$7.08K 0.01% 320
2022
Q3 		$224K Buy
31,810
+19,587
+160% +$190K 0.01% 310
2022
Q2 		$106K Buy
12,223
+2,017
+20% +$29.6K ﹤0.01% 330
2022
Q1 		$206K Sell
10,206
-1
-0% -$20 0.01% 339
2021
Q4 		$205K Sell
10,207
-1,229
-11% -$26.3K 0.01% 334
2021
Q3 		$286K Buy
+11,436
New +$266K 0.01% 261
2018
Q4 		– Sell
-1,346
Closed -$86K – 425
2018
Q3 		$86K Buy
+1,346
New +$81.7K 0.01% 379
2018
Q2 		– Sell
-893
Closed -$59K – 432
2018
Q1 		$59K Buy
+893
New +$60.7K 0.01% 499

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bessemer Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's CCL Position: Q1 2025 in Review

Avantax Planning Partners sold out of Carnival Corporation Ltd (CCL) in Q1 2025, closing a stake of 28,908 shares — an estimated $720K sold.

Avantax Planning Partners first reported a position in CCL in Q1 2018 and held it in 16 quarters. The position peaked at $720K in Q4 2024. 935 funds tracked by Wall St. Rank hold CCL as of Q1 2025.

  • Avantax Planning Partners reported no remaining Carnival Corporation Ltd position as of Q1 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 28,908 Carnival Corporation Ltd shares in Q1 2025, an estimated $720K.
  • Avantax Planning Partners first reported a position in Carnival Corporation Ltd in Q1 2018 and held it in 16 quarters.
  • Avantax Planning Partners's Carnival Corporation Ltd position peaked at $720K in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.