JPWM
RCL icon

Jamison Private Wealth Management’s Royal Caribbean RCL Stock Holding History

Jamison Private Wealth Management’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
Q4 		– Sell
-207
Closed -$36.7K – 402
2024
Q3 		$36.7K Hold
207
– – 0.01% 268
2024
Q2 		$33K Hold
207
– – 0.01% 264
2024
Q1 		$28.8K Hold
207
– – ﹤0.01% 276
2023
Q4 		$26.8K Sell
207
-228
-52% -$23.2K 0.01% 262
2023
Q3 		$40.1K Buy
+435
New +$43.6K 0.01% 235

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jamison Private Wealth Management's RCL Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Royal Caribbean (RCL) in Q4 2024, closing a stake of 207 shares — an estimated $36.7K sold.

Jamison Private Wealth Management first reported a position in RCL in Q3 2023 and held it in 5 quarters. The position peaked at $40.1K in Q3 2023. 1,038 funds tracked by Wall St. Rank hold RCL as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Royal Caribbean position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 207 Royal Caribbean shares in Q4 2024, an estimated $36.7K.
  • Jamison Private Wealth Management first reported a position in Royal Caribbean in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Royal Caribbean position peaked at $40.1K in Q3 2023.
  • 1,038 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.