Carson Advisory’s Royal Caribbean RCL Stock Holding History

Carson Advisory’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 Q3	–	Sell	-2,150	Closed	-$223K	–	159
2023 Q2	$223K	Buy	+2,150	New	+$169K	0.19%	137

Other funds holding RCL

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Carson Advisory's RCL Position: Q3 2023 in Review

Carson Advisory sold out of Royal Caribbean (RCL) in Q3 2023, closing a stake of 2,150 shares — an estimated $223K sold.

Carson Advisory first reported a position in RCL in Q2 2023 and held it in 1 quarter. The position peaked at $223K in Q2 2023. 732 funds tracked by Wall St. Rank hold RCL as of Q3 2023.

Carson Advisory reported no remaining Royal Caribbean position as of Q3 2023 after selling out during the quarter.
Carson Advisory sold 2,150 Royal Caribbean shares in Q3 2023, an estimated $223K.
Carson Advisory first reported a position in Royal Caribbean in Q2 2023 and held it in 1 quarter.
Carson Advisory's Royal Caribbean position peaked at $223K in Q2 2023.
732 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2023.

Based on Carson Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.