FWM
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ForthRight Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

ForthRight Wealth Management’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
2021
Q1 		– Sell
-3,000
Closed -$65K – 59
2020
Q4 		$65K Buy
+3,000
New +$53.3K 0.05% 60

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State Street
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Northern Trust
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ForthRight Wealth Management's CCL Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Carnival Corporation Ltd (CCL) in Q1 2021, closing a stake of 3,000 shares — an estimated $65K sold.

ForthRight Wealth Management first reported a position in CCL in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 806 funds tracked by Wall St. Rank hold CCL as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Carnival Corporation Ltd position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 3,000 Carnival Corporation Ltd shares in Q1 2021, an estimated $65K.
  • ForthRight Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Carnival Corporation Ltd position peaked at $65K in Q4 2020.
  • 806 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.