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Avitas Wealth Management’s Royal Caribbean RCL Stock Holding History

Avitas Wealth Management’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
2020
Q4 		– Sell
-5,628
Closed -$364K – 221
2020
Q3 		$364K Buy
+5,628
New +$331K 0.1% 168

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Avitas Wealth Management's RCL Position: Q4 2020 in Review

Avitas Wealth Management sold out of Royal Caribbean (RCL) in Q4 2020, closing a stake of 5,628 shares — an estimated $364K sold.

Avitas Wealth Management first reported a position in RCL in Q3 2020 and held it in 1 quarter. The position peaked at $364K in Q3 2020. 648 funds tracked by Wall St. Rank hold RCL as of Q4 2020.

  • Avitas Wealth Management reported no remaining Royal Caribbean position as of Q4 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 5,628 Royal Caribbean shares in Q4 2020, an estimated $364K.
  • Avitas Wealth Management first reported a position in Royal Caribbean in Q3 2020 and held it in 1 quarter.
  • Avitas Wealth Management's Royal Caribbean position peaked at $364K in Q3 2020.
  • 648 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2020.

Based on Avitas Wealth Management's 13F filing for Q4 2020, filed 26 Feb 2021.