GI
RCL icon

Gradient Investments’s Royal Caribbean RCL Stock Holding History

Gradient Investments’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
-163
Closed -$26K – 1042
2024
Q2 		$26K Hold
163
– – ﹤0.01% 596
2024
Q1 		$22.7K Sell
163
-113
-41% -$14.1K ﹤0.01% 523
2023
Q4 		$35.7K Sell
276
-100
-27% -$10.2K ﹤0.01% 605
2023
Q3 		$34.6K Hold
376
– – ﹤0.01% 583
2023
Q2 		$39K Hold
376
– – ﹤0.01% 554
2023
Q1 		$24.6K Buy
376
+6
+2% +$396 ﹤0.01% 637
2022
Q4 		$18.3K Sell
370
-215
-37% -$11.3K ﹤0.01% 702
2022
Q3 		$22K Buy
585
+215
+58% +$8.71K ﹤0.01% 653
2022
Q2 		$13K Sell
370
-620
-63% -$38.6K ﹤0.01% 723
2022
Q1 		$83K Sell
990
-48
-5% -$3.78K ﹤0.01% 396
2021
Q4 		$80K Buy
1,038
+19
+2% +$1.54K ﹤0.01% 399
2021
Q3 		$91K Sell
1,019
-460
-31% -$37.2K ﹤0.01% 381
2021
Q2 		$126K Buy
1,479
+160
+12% +$13.9K ﹤0.01% 336
2021
Q1 		$113K Buy
1,319
+1,000
+313% +$79.3K ﹤0.01% 349
2020
Q4 		$21K Hold
319
– – ﹤0.01% 563
2020
Q3 		$21K Buy
319
+1
+0.3% +$59 ﹤0.01% 567
2020
Q2 		$16K Sell
318
-45
-12% -$2.04K ﹤0.01% 574
2020
Q1 		$12K Sell
363
-14,030
-97% -$1.28M ﹤0.01% 620
2019
Q4 		$1.92M Buy
14,393
+732
+5% +$85.3K 0.09% 134
2019
Q3 		$1.48M Buy
13,661
+13,542
+11,380% +$1.49M 0.07% 162
2019
Q2 		$14K Buy
+119
New +$14.5K ﹤0.01% 581
2019
Q1 		– Sell
-100
Closed -$10K – 977
2018
Q4 		$10K Sell
100
-19
-16% -$2.08K ﹤0.01% 586
2018
Q3 		$15K Buy
119
+19
+19% +$2.23K ﹤0.01% 558
2018
Q2 		$10K Sell
100
-100
-50% -$11K ﹤0.01% 612
2018
Q1 		$24K Buy
200
+197
+6,567% +$24.9K ﹤0.01% 445
2017
Q4 		$0 Buy
+3
New +$371 ﹤0.01% 1069

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

Gradient Investments's RCL Position: Q3 2024 in Review

Gradient Investments sold out of Royal Caribbean (RCL) in Q3 2024, closing a stake of 163 shares — an estimated $26K sold.

Gradient Investments first reported a position in RCL in Q4 2017 and held it in 26 quarters. The position peaked at $1.92M in Q4 2019. 948 funds tracked by Wall St. Rank hold RCL as of Q3 2024.

  • Gradient Investments reported no remaining Royal Caribbean position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 163 Royal Caribbean shares in Q3 2024, an estimated $26K.
  • Gradient Investments first reported a position in Royal Caribbean in Q4 2017 and held it in 26 quarters.
  • Gradient Investments's Royal Caribbean position peaked at $1.92M in Q4 2019.
  • 948 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.