Financial Synergies Wealth Advisors’s Norwegian Cruise Line NCLH Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio NCLH Stock Details NCLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$4.19K	–	308
2024 Q1	$4.19K	Hold	200	–	–	﹤0.01%	283
2023 Q4	$2.45K	Hold	200	–	–	﹤0.01%	239
2023 Q3	$3.3K	Hold	200	–	–	﹤0.01%	280
2023 Q2	$4.35K	Hold	200	–	–	﹤0.01%	269
2023 Q1	$2.69K	Hold	200	–	–	﹤0.01%	288
2022 Q4	$2.45K	Hold	200	–	–	﹤0.01%	239
2022 Q3	$2.27K	Hold	200	–	–	﹤0.01%	219
2022 Q2	$2.22K	Buy	+200	New	+$3.35K	﹤0.01%	228

Other funds holding NCLH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Financial Synergies Wealth Advisors's NCLH Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Norwegian Cruise Line (NCLH) in Q2 2024, closing a stake of 200 shares — an estimated $4.19K sold.

Financial Synergies Wealth Advisors first reported a position in NCLH in Q2 2022 and held it in 8 quarters. The position peaked at $4.35K in Q2 2023. 553 funds tracked by Wall St. Rank hold NCLH as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Norwegian Cruise Line position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 200 Norwegian Cruise Line shares in Q2 2024, an estimated $4.19K.
Financial Synergies Wealth Advisors first reported a position in Norwegian Cruise Line in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Norwegian Cruise Line position peaked at $4.35K in Q2 2023.
553 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.