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Castle Wealth Management’s Royal Caribbean RCL Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-295
Closed -$11K – 496
2022
Q3 		$11K Hold
295
– – 0.01% 407
2022
Q2 		$10K Buy
+295
New +$18.4K 0.01% 405

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Castle Wealth Management's RCL Position: Q4 2022 in Review

Castle Wealth Management sold out of Royal Caribbean (RCL) in Q4 2022, closing a stake of 295 shares — an estimated $11K sold.

Castle Wealth Management first reported a position in RCL in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 608 funds tracked by Wall St. Rank hold RCL as of Q4 2022.

  • Castle Wealth Management reported no remaining Royal Caribbean position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 295 Royal Caribbean shares in Q4 2022, an estimated $11K.
  • Castle Wealth Management first reported a position in Royal Caribbean in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Royal Caribbean position peaked at $11K in Q3 2022.
  • 608 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.