BDO Wealth Advisors’s Royal Caribbean RCL Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$35.1K	Sell	338 -250	-43%	-$19.6K	﹤0.01%	486
2023 Q1	$38.4K	Buy	588 +250	+74%	+$16.5K	﹤0.01%	468
2022 Q4	$16.7K	Hold	338	–	–	﹤0.01%	604
2022 Q3	$13K	Hold	338	–	–	﹤0.01%	665
2022 Q2	$12K	Hold	338	–	–	﹤0.01%	656
2022 Q1	$28K	Hold	338	–	–	﹤0.01%	541
2021 Q4	$26K	Hold	338	–	–	﹤0.01%	575
2021 Q3	$30K	Hold	338	–	–	﹤0.01%	532
2021 Q2	$29K	Hold	338	–	–	﹤0.01%	549
2021 Q1	$29K	Hold	338	–	–	﹤0.01%	548
2020 Q4	$25K	Hold	338	–	–	﹤0.01%	431
2020 Q3	$22K	Hold	338	–	–	﹤0.01%	415
2020 Q2	$17K	Buy	338 +5	+2%	+$226	﹤0.01%	447
2020 Q1	$11K	Buy	333 +2	+0.6%	+$183	﹤0.01%	535
2019 Q4	$44K	Buy	331 +1	+0.3%	+$117	0.01%	313
2019 Q3	$36K	Buy	330 +2	+0.6%	+$220	0.01%	353
2019 Q2	$40K	Sell	328 -114	-26%	-$13.9K	0.01%	328
2019 Q1	$51K	Buy	442 +102	+30%	+$11.6K	0.01%	280
2018 Q4	$33K	Buy	340 +2	+0.6%	+$219	0.01%	294
2018 Q3	$44K	Buy	338 +2	+0.6%	+$234	0.01%	305
2018 Q2	$35K	Buy	336 +2	+0.6%	+$220	0.01%	329
2018 Q1	$39K	Buy	+334	New	+$42.2K	0.01%	272
2017 Q3	–	Sell	-329	Closed	-$36K	–	521
2017 Q2	$36K	Buy	+329	New	+$34.9K	0.02%	256

Other funds holding RCL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BDO Wealth Advisors reduced its Royal Caribbean (RCL) stake by 43% in Q2 2023, selling an estimated $19.6K and leaving 338 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

BDO Wealth Advisors first reported a position in RCL in Q2 2017 and has held it in 23 quarters since. The position peaked at $51K in Q1 2019. 753 funds tracked by Wall St. Rank hold RCL as of Q2 2023.

BDO Wealth Advisors held 338 shares of Royal Caribbean worth $35.1K as of Q2 2023.
BDO Wealth Advisors sold 250 Royal Caribbean shares in Q2 2023, an estimated $19.6K.
Royal Caribbean made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #486 holding.
BDO Wealth Advisors first reported a position in Royal Caribbean in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's Royal Caribbean position peaked at $51K in Q1 2019.
753 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2023.

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