Lake Point Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Lake Point Wealth Management’s Portfolio CCL Stock Details CCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$14K	Buy	1,606 +435	+37%	+$6.38K	0.01%	134
2022 Q1	$24K	Buy	1,171 +200	+21%	+$4.04K	0.01%	102
2021 Q4	$20K	Hold	971	–	–	0.01%	117
2021 Q3	$24K	Sell	971 -425	-30%	-$9.89K	0.01%	96
2021 Q2	$37K	Buy	+1,396	New	+$39.1K	0.02%	81
2020 Q1	$7K	Buy	552 +152	+38%	+$5.41K	0.01%	133
2019 Q4	$20K	Buy	+400	New	+$17.9K	0.01%	206
2019 Q2	$19K	Hold	400	–	–	0.01%	246
2019 Q1	$19K	Hold	400	–	–	0.01%	246
2018 Q4	$20K	Buy	+400	New	+$22.9K	0.01%	350

Other funds holding CCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lake Point Wealth Management's CCL Position: Q2 2022 in Review

Lake Point Wealth Management increased its Carnival Corporation Ltd (CCL) stake by 37% in Q2 2022, buying an estimated $6.38K and bringing the position to 1,606 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #134.

Lake Point Wealth Management first reported a position in CCL in Q4 2018 and has held it in 10 quarters since. The position peaked at $37K in Q2 2021. 716 funds tracked by Wall St. Rank hold CCL as of Q2 2022.

Lake Point Wealth Management held 1,606 shares of Carnival Corporation Ltd worth $14K as of Q2 2022.
Lake Point Wealth Management bought 435 Carnival Corporation Ltd shares in Q2 2022, an estimated $6.38K.
Carnival Corporation Ltd made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #134 holding.
Lake Point Wealth Management first reported a position in Carnival Corporation Ltd in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Carnival Corporation Ltd position peaked at $37K in Q2 2021.
716 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.