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Curi Wealth Management’s Royal Caribbean RCL Stock Holding History

Curi 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
Q3 		– Sell
-12
Closed – – 583
2022
Q2 		$0 Hold
12
– – ﹤0.01% 710
2022
Q1 		$1K Hold
12
– – ﹤0.01% 498
2021
Q4 		$0 Buy
+12
New +$975 ﹤0.01% 581
2021
Q1 		– Sell
-12
Closed – – 400
2020
Q4 		$0 Buy
+12
New +$837 ﹤0.01% 493

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi Wealth Management's RCL Position: Q3 2022 in Review

Curi Wealth Management sold out of Royal Caribbean (RCL) in Q3 2022, closing a stake of 12 shares.

Curi Wealth Management first reported a position in RCL in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 575 funds tracked by Wall St. Rank hold RCL as of Q3 2022.

  • Curi Wealth Management reported no remaining Royal Caribbean position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 12 Royal Caribbean shares in Q3 2022.
  • Curi Wealth Management first reported a position in Royal Caribbean in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Royal Caribbean position peaked at $1K in Q1 2022.
  • 575 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.