Cedar Brook Financial Partners’s Royal Caribbean RCL Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-1,654	Closed	-$230K	–	309
2024 Q1	$230K	Buy	1,654 +9	+0.5%	+$1.12K	0.05%	380
2023 Q4	$203K	Buy	+1,645	New	+$168K	0.05%	398
2022 Q2	–	Sell	-2,591	Closed	-$217K	–	383
2022 Q1	$217K	Buy	+2,591	New	+$204K	0.06%	347
2021 Q3	–	Sell	-2,608	Closed	-$222K	–	370
2021 Q2	$222K	Buy	+2,608	New	+$227K	0.06%	337

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cedar Brook Financial Partners's RCL Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Royal Caribbean (RCL) in Q2 2024, closing a stake of 1,654 shares — an estimated $230K sold.

Cedar Brook Financial Partners first reported a position in RCL in Q2 2021 and held it in 4 quarters. The position peaked at $230K in Q1 2024. 909 funds tracked by Wall St. Rank hold RCL as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Royal Caribbean position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 1,654 Royal Caribbean shares in Q2 2024, an estimated $230K.
Cedar Brook Financial Partners first reported a position in Royal Caribbean in Q2 2021 and held it in 4 quarters.
Cedar Brook Financial Partners's Royal Caribbean position peaked at $230K in Q1 2024.
909 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.