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Forvis Mazars Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Forvis Mazars Wealth Advisors’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
2020
Q1 		– Sell
-4,072
Closed -$544K – 304
2019
Q4 		$544K Buy
4,072
+124
+3% +$14.5K 0.04% 182
2019
Q3 		$428K Sell
3,948
-9
-0.2% -$991 0.03% 192
2019
Q2 		$480K Sell
3,957
-256
-6% -$31.2K 0.04% 167
2019
Q1 		$483K Buy
4,213
+123
+3% +$14K 0.04% 167
2018
Q4 		$400K Buy
4,090
+637
+18% +$69.8K 0.04% 156
2018
Q3 		$449K Sell
3,453
-407
-11% -$47.7K 0.04% 159
2018
Q2 		$400K Buy
3,860
+76
+2% +$8.35K 0.04% 170
2018
Q1 		$446K Sell
3,784
-14
-0.4% -$1.77K 0.04% 160
2017
Q4 		$453K Buy
3,798
+460
+14% +$56.9K 0.05% 158
2017
Q3 		$396K Sell
3,338
-614
-16% -$71.8K 0.04% 154
2017
Q2 		$432K Buy
3,952
+8
+0.2% +$849 0.05% 148
2017
Q1 		$387K Buy
3,944
+42
+1% +$3.93K 0.05% 145
2016
Q4 		$320K Buy
3,902
+92
+2% +$7.24K 0.04% 149
2016
Q3 		$286K Buy
+3,810
New +$268K 0.04% 152
2016
Q1 		– Sell
-2,101
Closed -$213K – 201
2015
Q4 		$213K Buy
+2,101
New +$200K 0.03% 177

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forvis Mazars Wealth Advisors's RCL Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of Royal Caribbean (RCL) in Q1 2020, closing a stake of 4,072 shares — an estimated $544K sold.

Forvis Mazars Wealth Advisors first reported a position in RCL in Q4 2015 and held it in 15 quarters. The position peaked at $544K in Q4 2019. 516 funds tracked by Wall St. Rank hold RCL as of Q1 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Royal Caribbean position as of Q1 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 4,072 Royal Caribbean shares in Q1 2020, an estimated $544K.
  • Forvis Mazars Wealth Advisors first reported a position in Royal Caribbean in Q4 2015 and held it in 15 quarters.
  • Forvis Mazars Wealth Advisors's Royal Caribbean position peaked at $544K in Q4 2019.
  • 516 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.