Carolina Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Carolina 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
2024 Q4	–	Sell	-298	Closed	-$52.9K	–	339
2024 Q3	$52.9K	Hold	298	–	–	0.03%	107
2024 Q2	$47.5K	Hold	298	–	–	0.02%	98
2024 Q1	$41.4K	Hold	298	–	–	0.02%	109
2023 Q4	$38.6K	Hold	298	–	–	0.02%	120
2023 Q3	$27.5K	Hold	298	–	–	0.02%	136
2023 Q2	$30.9K	Hold	298	–	–	0.02%	116
2023 Q1	$19.5K	Hold	298	–	–	0.01%	130
2022 Q4	$15K	Hold	298	–	–	0.01%	136
2022 Q3	$11K	Hold	298	–	–	0.01%	144
2022 Q2	$10K	Hold	298	–	–	0.01%	165
2022 Q1	$25K	Hold	298	–	–	0.02%	147
2021 Q4	$23K	Hold	298	–	–	0.01%	160
2021 Q3	$27K	Hold	298	–	–	0.02%	150
2021 Q2	$25K	Buy	298 +28	+10%	+$2.44K	0.02%	156
2021 Q1	$23K	Buy	270 +28	+12%	+$2.22K	0.02%	164
2020 Q4	$18K	Hold	242	–	–	0.01%	122
2020 Q3	$16K	Hold	242	–	–	0.01%	110
2020 Q2	$12K	Hold	242	–	–	0.01%	108
2020 Q1	$8K	Buy	+242	New	+$22.1K	0.01%	115

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Carolina Wealth Advisors's RCL Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Royal Caribbean (RCL) in Q4 2024, closing a stake of 298 shares — an estimated $52.9K sold.

Carolina Wealth Advisors first reported a position in RCL in Q1 2020 and held it in 19 quarters. The position peaked at $52.9K in Q3 2024. 1,038 funds tracked by Wall St. Rank hold RCL as of Q4 2024.

Carolina Wealth Advisors reported no remaining Royal Caribbean position as of Q4 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 298 Royal Caribbean shares in Q4 2024, an estimated $52.9K.
Carolina Wealth Advisors first reported a position in Royal Caribbean in Q1 2020 and held it in 19 quarters.
Carolina Wealth Advisors's Royal Caribbean position peaked at $52.9K in Q3 2024.
1,038 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.