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Balboa Wealth Partners’s Royal Caribbean RCL Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-1,376
Closed -$317K – 361
2024
Q4 		$317K Buy
+1,376
New +$305K 0.07% 201
2023
Q3 		– Sell
-4,368
Closed -$453K – 314
2023
Q2 		$453K Buy
+4,368
New +$342K 0.16% 121

Other funds holding RCL

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Balboa Wealth Partners's RCL Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Royal Caribbean (RCL) in Q1 2025, closing a stake of 1,376 shares — an estimated $317K sold.

Balboa Wealth Partners first reported a position in RCL in Q2 2023 and held it in 2 quarters. The position peaked at $453K in Q2 2023. 1,057 funds tracked by Wall St. Rank hold RCL as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Royal Caribbean position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,376 Royal Caribbean shares in Q1 2025, an estimated $317K.
  • Balboa Wealth Partners first reported a position in Royal Caribbean in Q2 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Royal Caribbean position peaked at $453K in Q2 2023.
  • 1,057 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.