Core Wealth Advisors (Florida)’s Royal Caribbean RCL Stock Holding History

Core Wealth Advisors (Florida)’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	-200	Closed	-$27.8K	–	200
2024 Q1	$27.8K	Hold	200	–	–	0.01%	129
2023 Q4	$25.9K	Hold	200	–	–	0.01%	125
2023 Q3	$18.4K	Hold	200	–	–	0.01%	113
2023 Q2	$20.7K	Hold	200	–	–	0.01%	113
2023 Q1	$13.1K	Hold	200	–	–	0.01%	136
2022 Q4	$9.89K	Hold	200	–	–	﹤0.01%	162
2022 Q3	$8K	Sell	200 -231	-54%	-$9.36K	﹤0.01%	152
2022 Q2	$15K	Hold	431	–	–	0.01%	123
2022 Q1	$36K	Hold	431	–	–	0.02%	92
2021 Q4	$33K	Hold	431	–	–	0.02%	106
2021 Q3	$38K	Buy	431 +39	+10%	+$3.15K	0.03%	90
2021 Q2	$33K	Hold	392	–	–	0.02%	84
2021 Q1	$34K	Hold	392	–	–	0.03%	74
2020 Q4	$29K	Hold	392	–	–	0.03%	78
2020 Q3	$25K	Buy	392 +20	+5%	+$1.18K	0.02%	71
2020 Q2	$19K	Buy	372 +172	+86%	+$7.78K	0.02%	73
2020 Q1	$6K	Buy	+200	New	+$18.3K	﹤0.01%	96

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

Core Wealth Advisors (Florida)'s RCL Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Royal Caribbean (RCL) in Q2 2024, closing a stake of 200 shares — an estimated $27.8K sold.

Core Wealth Advisors (Florida) first reported a position in RCL in Q1 2020 and held it in 17 quarters. The position peaked at $38K in Q3 2021. 909 funds tracked by Wall St. Rank hold RCL as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Royal Caribbean position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 200 Royal Caribbean shares in Q2 2024, an estimated $27.8K.
Core Wealth Advisors (Florida) first reported a position in Royal Caribbean in Q1 2020 and held it in 17 quarters.
Core Wealth Advisors (Florida)'s Royal Caribbean position peaked at $38K in Q3 2021.
909 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.