BDO Wealth Advisors’s Norwegian Cruise Line NCLH Stock Holding History

BDO Wealth Advisors’s Portfolio NCLH Stock Details NCLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$16.9K	Buy	775 +75	+11%	+$1.15K	﹤0.01%	608
2023 Q1	$9.41K	Hold	700	–	–	﹤0.01%	714
2022 Q4	$8.57K	Hold	700	–	–	﹤0.01%	707
2022 Q3	$8K	Hold	700	–	–	﹤0.01%	752
2022 Q2	$8K	Sell	700 -400	-36%	-$6.71K	﹤0.01%	718
2022 Q1	$24K	Buy	1,100 +400	+57%	+$8.17K	﹤0.01%	573
2021 Q4	$15K	Sell	700 -50	-7%	-$1.2K	﹤0.01%	669
2021 Q3	$20K	Sell	750 -50	-6%	-$1.27K	﹤0.01%	614
2021 Q2	$24K	Buy	800 +400	+100%	+$12.1K	﹤0.01%	588
2021 Q1	$11K	Buy	400 +200	+100%	+$5.32K	﹤0.01%	722
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	642
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	640
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	600
2020 Q1	$2K	Buy	+200	New	+$8.04K	﹤0.01%	679
2019 Q2	–	Sell	-100	Closed	-$5K	–	663
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	469
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	460
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	492
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	508
2018 Q1	$5K	Buy	+100	New	+$5.68K	﹤0.01%	444
2017 Q3	–	Sell	-100	Closed	-$5K	–	512
2017 Q2	$5K	Buy	+100	New	+$5.16K	﹤0.01%	429

Other funds holding NCLH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

BDO Wealth Advisors's NCLH Position: Q2 2023 in Review

BDO Wealth Advisors increased its Norwegian Cruise Line (NCLH) stake by 11% in Q2 2023, buying an estimated $1.15K and bringing the position to 775 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

BDO Wealth Advisors first reported a position in NCLH in Q2 2017 and has held it in 20 quarters since. The position peaked at $24K in Q1 2022. 530 funds tracked by Wall St. Rank hold NCLH as of Q2 2023.

BDO Wealth Advisors held 775 shares of Norwegian Cruise Line worth $16.9K as of Q2 2023.
BDO Wealth Advisors bought 75 Norwegian Cruise Line shares in Q2 2023, an estimated $1.15K.
Norwegian Cruise Line made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #608 holding.
BDO Wealth Advisors first reported a position in Norwegian Cruise Line in Q2 2017 and has held it in 20 quarters since.
BDO Wealth Advisors's Norwegian Cruise Line position peaked at $24K in Q1 2022.
530 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.