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Kathleen S. Wright Associates’s Royal Caribbean RCL Stock Holding History

Kathleen S. Wright 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
Q4 		– Sell
-30
Closed -$1K – 206
2022
Q3 		$1K Hold
30
– – ﹤0.01% 177
2022
Q2 		$1K Hold
30
– – ﹤0.01% 147
2022
Q1 		$3K Hold
30
– – ﹤0.01% 137
2021
Q4 		$2K Buy
+30
New +$2.44K ﹤0.01% 136

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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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kathleen S. Wright Associates's RCL Position: Q4 2022 in Review

Kathleen S. Wright Associates sold out of Royal Caribbean (RCL) in Q4 2022, closing a stake of 30 shares — an estimated $1K sold.

Kathleen S. Wright Associates first reported a position in RCL in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 608 funds tracked by Wall St. Rank hold RCL as of Q4 2022.

  • Kathleen S. Wright Associates reported no remaining Royal Caribbean position as of Q4 2022 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 30 Royal Caribbean shares in Q4 2022, an estimated $1K.
  • Kathleen S. Wright Associates first reported a position in Royal Caribbean in Q4 2021 and held it in 4 quarters.
  • Kathleen S. Wright Associates's Royal Caribbean position peaked at $3K in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2022.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2022, filed 2 Feb 2023.