Laidlaw Wealth Management’s Royal Caribbean RCL Stock Holding History

Laidlaw 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
2023 Q4	–	Sell	-2,899	Closed	-$267K	–	269
2023 Q3	$267K	Buy	+2,899	New	+$290K	0.09%	209
2022 Q2	–	Sell	-2,814	Closed	-$236K	–	399
2022 Q1	$236K	Buy	+2,814	New	+$222K	0.04%	343
2021 Q4	–	Sell	-7,879	Closed	-$701K	–	413
2021 Q3	$701K	Sell	7,879 -1,289	-14%	-$104K	0.18%	121
2021 Q2	$782K	Buy	9,168 +423	+5%	+$36.9K	0.2%	109
2021 Q1	$749K	Buy	8,745 +96	+1%	+$7.61K	0.26%	96
2020 Q4	$646K	Buy	+8,649	New	+$603K	0.14%	160

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laidlaw Wealth Management's RCL Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Royal Caribbean (RCL) in Q4 2023, closing a stake of 2,899 shares — an estimated $267K sold.

Laidlaw Wealth Management first reported a position in RCL in Q4 2020 and held it in 6 quarters. The position peaked at $782K in Q2 2021. 832 funds tracked by Wall St. Rank hold RCL as of Q4 2023.

Laidlaw Wealth Management reported no remaining Royal Caribbean position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 2,899 Royal Caribbean shares in Q4 2023, an estimated $267K.
Laidlaw Wealth Management first reported a position in Royal Caribbean in Q4 2020 and held it in 6 quarters.
Laidlaw Wealth Management's Royal Caribbean position peaked at $782K in Q2 2021.
832 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.