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Axim Planning & Wealth’s Royal Caribbean RCL Stock Holding History

Axim Planning & Wealth’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
2024
Q1 		– Sell
-2,100
Closed -$272K – 30
2023
Q4 		$272K Sell
2,100
-2,000
-49% -$204K 0.25% 17
2023
Q3 		$378K Hold
4,100
– – 0.33% 15
2023
Q2 		$425K Hold
4,100
– – 0.38% 12
2023
Q1 		$268K Sell
4,100
-950
-19% -$62.7K 0.27% 19
2022
Q4 		$250K Buy
5,050
+300
+6% +$15.7K 0.26% 22
2022
Q3 		$180K Hold
4,750
– – 0.18% 22
2022
Q2 		$166K Buy
+4,750
New +$295K 0.13% 19

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axim Planning & Wealth's RCL Position: Q1 2024 in Review

Axim Planning & Wealth sold out of Royal Caribbean (RCL) in Q1 2024, closing a stake of 2,100 shares — an estimated $272K sold.

Axim Planning & Wealth first reported a position in RCL in Q2 2022 and held it in 7 quarters. The position peaked at $425K in Q2 2023. 844 funds tracked by Wall St. Rank hold RCL as of Q1 2024.

  • Axim Planning & Wealth reported no remaining Royal Caribbean position as of Q1 2024 after selling out during the quarter.
  • Axim Planning & Wealth sold 2,100 Royal Caribbean shares in Q1 2024, an estimated $272K.
  • Axim Planning & Wealth first reported a position in Royal Caribbean in Q2 2022 and held it in 7 quarters.
  • Axim Planning & Wealth's Royal Caribbean position peaked at $425K in Q2 2023.
  • 844 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2024.

Based on Axim Planning & Wealth's 13F filing for Q1 2024, filed 24 Apr 2024.