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Baldwin Wealth Partners’s Royal Caribbean RCL Stock Holding History

Baldwin 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
2024
Q3 		– Sell
-20
Closed -$3.19K – 1156
2024
Q2 		$3.19K Buy
+20
New +$2.88K ﹤0.01% 625
2017
Q1 		– Sell
-228
Closed -$19K – 531
2016
Q4 		$19K Hold
228
– – ﹤0.01% 374
2016
Q3 		$17K Buy
+228
New +$16.1K ﹤0.01% 396

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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baldwin Wealth Partners's RCL Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Royal Caribbean (RCL) in Q3 2024, closing a stake of 20 shares — an estimated $3.19K sold.

Baldwin Wealth Partners first reported a position in RCL in Q3 2016 and held it in 3 quarters. The position peaked at $19K in Q4 2016. 948 funds tracked by Wall St. Rank hold RCL as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Royal Caribbean position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 20 Royal Caribbean shares in Q3 2024, an estimated $3.19K.
  • Baldwin Wealth Partners first reported a position in Royal Caribbean in Q3 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Royal Caribbean position peaked at $19K in Q4 2016.
  • 948 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.