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Joseph P. Lucia & Associates’s Royal Caribbean RCL Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-9
Closed – – 373
2022
Q2 		$0 Hold
9
– – ﹤0.01% 490
2022
Q1 		$1K Buy
+9
New +$709 ﹤0.01% 424
2021
Q4 		– Sell
-409
Closed -$36K – 456
2021
Q3 		$36K Hold
409
– – 0.02% 246
2021
Q2 		$35K Hold
409
– – 0.02% 248
2021
Q1 		$35K Buy
409
+309
+309% +$24.5K 0.02% 234
2020
Q4 		$7K Buy
+100
New +$6.97K ﹤0.01% 367

Other funds holding RCL

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph P. Lucia & Associates's RCL Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Royal Caribbean (RCL) in Q3 2022, closing a stake of 9 shares.

Joseph P. Lucia & Associates first reported a position in RCL in Q4 2020 and held it in 6 quarters. The position peaked at $36K in Q3 2021. 575 funds tracked by Wall St. Rank hold RCL as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Royal Caribbean position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 9 Royal Caribbean shares in Q3 2022.
  • Joseph P. Lucia & Associates first reported a position in Royal Caribbean in Q4 2020 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's Royal Caribbean position peaked at $36K in Q3 2021.
  • 575 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.