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Lake Point Wealth Management’s Royal Caribbean RCL Stock Holding History

Lake Point 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
2021
Q3 		– Sell
-100
Closed -$9K – 450
2021
Q2 		$9K Buy
+100
New +$8.71K ﹤0.01% 188
2020
Q1 		$3K Buy
+100
New +$9.14K ﹤0.01% 238
2019
Q1 		– Sell
-1,931
Closed -$189K – 824
2018
Q4 		$189K Buy
+1,931
New +$212K 0.07% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
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

Lake Point Wealth Management's RCL Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Royal Caribbean (RCL) in Q3 2021, closing a stake of 100 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in RCL in Q4 2018 and held it in 3 quarters. The position peaked at $189K in Q4 2018. 624 funds tracked by Wall St. Rank hold RCL as of Q3 2021.

  • Lake Point Wealth Management reported no remaining Royal Caribbean position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 100 Royal Caribbean shares in Q3 2021, an estimated $9K.
  • Lake Point Wealth Management first reported a position in Royal Caribbean in Q4 2018 and held it in 3 quarters.
  • Lake Point Wealth Management's Royal Caribbean position peaked at $189K in Q4 2018.
  • 624 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.