Evoke Wealth’s Carnival Corporation Ltd CCL Stock Holding History

Evoke Wealth’s Portfolio CCL Stock Details CCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$207K	Buy	+7,991	New	+$233K	﹤0.01%	660
2022 Q4	–	Sell	-504	Closed	-$4K	–	488
2022 Q3	$4K	Sell	504 -1,790	-78%	-$17.3K	﹤0.01%	908
2022 Q2	$20K	Sell	2,294 -136	-6%	-$2K	﹤0.01%	644
2022 Q1	$49K	Buy	2,430 +937	+63%	+$18.9K	﹤0.01%	526
2021 Q4	$30K	Buy	1,493 +30	+2%	+$642	﹤0.01%	607
2021 Q3	$36K	Sell	1,463 -350	-19%	-$8.14K	﹤0.01%	551
2021 Q2	$48K	Sell	1,813 -165	-8%	-$4.62K	﹤0.01%	532
2021 Q1	$52K	Buy	1,978 +640	+48%	+$15.1K	﹤0.01%	448
2020 Q4	$29K	Buy	1,338 +1,063	+387%	+$18.9K	﹤0.01%	442
2020 Q3	$4K	Hold	275	–	–	﹤0.01%	700
2020 Q2	$5K	Sell	275 -25	-8%	-$375	﹤0.01%	657
2020 Q1	$3.94K	Sell	300 -177	-37%	-$6.3K	﹤0.01%	664
2019 Q4	$24.2K	Sell	477 -18	-4%	-$804	﹤0.01%	549
2019 Q3	$21.7K	Buy	+495	New	+$22.8K	﹤0.01%	637

Other funds holding CCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return