Connectus Wealth’s Royal Caribbean RCL Stock Holding History

Connectus 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
2023 Q4	–	Sell	-187,558	Closed	-$17.3M	–	533
2023 Q3	$17.3M	Buy	+187,558	New	+$18.8M	0.38%	67

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

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

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

Connectus Wealth's RCL Position: Q4 2023 in Review

Connectus Wealth sold out of Royal Caribbean (RCL) in Q4 2023, closing a stake of 187,558 shares — an estimated $17.3M sold.

Connectus Wealth first reported a position in RCL in Q3 2023 and held it in 1 quarter. The position peaked at $17.3M in Q3 2023. 832 funds tracked by Wall St. Rank hold RCL as of Q4 2023.

Connectus Wealth reported no remaining Royal Caribbean position as of Q4 2023 after selling out during the quarter.
Connectus Wealth sold 187,558 Royal Caribbean shares in Q4 2023, an estimated $17.3M.
Connectus Wealth first reported a position in Royal Caribbean in Q3 2023 and held it in 1 quarter.
Connectus Wealth's Royal Caribbean position peaked at $17.3M in Q3 2023.
832 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.