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JFG Wealth Management’s Royal Caribbean RCL Stock Holding History

JFG 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
Q1 		– Sell
-3,052
Closed -$395K – 76
2023
Q4 		$395K Buy
+3,052
New +$311K 0.11% 48

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFG Wealth Management's RCL Position: Q1 2024 in Review

JFG Wealth Management sold out of Royal Caribbean (RCL) in Q1 2024, closing a stake of 3,052 shares — an estimated $395K sold.

JFG Wealth Management first reported a position in RCL in Q4 2023 and held it in 1 quarter. The position peaked at $395K in Q4 2023. 844 funds tracked by Wall St. Rank hold RCL as of Q1 2024.

  • JFG Wealth Management reported no remaining Royal Caribbean position as of Q1 2024 after selling out during the quarter.
  • JFG Wealth Management sold 3,052 Royal Caribbean shares in Q1 2024, an estimated $395K.
  • JFG Wealth Management first reported a position in Royal Caribbean in Q4 2023 and held it in 1 quarter.
  • JFG Wealth Management's Royal Caribbean position peaked at $395K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.