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First Trust Investment Solutions’s Royal Caribbean RCL Stock Holding History

First Trust Investment Solutions’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
Q3 		$3.43M Buy
+19,358
New +$3.14M 0.39% 62
2024
Q1 		– Sell
-23,768
Closed -$3.08M – 276
2023
Q4 		$3.08M Buy
+23,768
New +$2.42M 0.64% 42

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Trust Investment Solutions's RCL Position: Q3 2024 in Review

First Trust Investment Solutions opened a new position in Royal Caribbean (RCL) in Q3 2024: 19,358 shares worth $3.43M. The stake represents 0.39% of the portfolio and ranks #62 among its holdings. This is a return to the name: First Trust Investment Solutions previously reported a position in RCL as recently as Q4 2023.

First Trust Investment Solutions first reported a position in RCL in Q4 2023 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold RCL as of Q3 2024.

  • First Trust Investment Solutions held 19,358 shares of Royal Caribbean worth $3.43M as of Q3 2024.
  • Royal Caribbean was a new First Trust Investment Solutions position in Q3 2024.
  • Royal Caribbean made up 0.39% of First Trust Investment Solutions's portfolio in Q3 2024, its #62 holding.
  • First Trust Investment Solutions first reported a position in Royal Caribbean in Q4 2023 and has held it in 2 quarters since.
  • 948 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.