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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Royal Caribbean RCL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-117
Closed -$18.7K – 409
2024
Q2 		$18.7K Hold
117
– – 0.01% 254
2024
Q1 		$16.3K Buy
+117
New +$14.6K 0.01% 256

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RCL Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Royal Caribbean (RCL) in Q3 2024, closing a stake of 117 shares — an estimated $18.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RCL in Q1 2024 and held it in 2 quarters. The position peaked at $18.7K in Q2 2024. 949 funds tracked by Wall St. Rank hold RCL as of Q3 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Royal Caribbean position as of Q3 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 117 Royal Caribbean shares in Q3 2024, an estimated $18.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Royal Caribbean in Q1 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Royal Caribbean position peaked at $18.7K in Q2 2024.
  • 949 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.