BIP Wealth’s Royal Caribbean RCL Stock Holding History

BIP 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	-2,573	Closed	-$333K	–	220
2023 Q4	$333K	Buy	2,573 +50	+2%	+$5.1K	0.03%	142
2023 Q3	$232K	Hold	2,523	–	–	0.02%	157
2023 Q2	$262K	Buy	+2,523	New	+$198K	0.02%	151

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIP Wealth's RCL Position: Q1 2024 in Review

BIP Wealth sold out of Royal Caribbean (RCL) in Q1 2024, closing a stake of 2,573 shares — an estimated $333K sold.

BIP Wealth first reported a position in RCL in Q2 2023 and held it in 3 quarters. The position peaked at $333K in Q4 2023. 844 funds tracked by Wall St. Rank hold RCL as of Q1 2024.

BIP Wealth reported no remaining Royal Caribbean position as of Q1 2024 after selling out during the quarter.
BIP Wealth sold 2,573 Royal Caribbean shares in Q1 2024, an estimated $333K.
BIP Wealth first reported a position in Royal Caribbean in Q2 2023 and held it in 3 quarters.
BIP Wealth's Royal Caribbean position peaked at $333K in Q4 2023.
844 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2024.

Based on BIP Wealth's 13F filing for Q1 2024, filed 8 May 2024.