Legacy Financial Group (Iowa)
RCL icon

Legacy Financial Group (Iowa)’s Royal Caribbean RCL Stock Holding History

Legacy Financial Group (Iowa)’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
-153
Closed -$14.1K – 403
2023
Q3 		$14.1K Buy
+153
New +$15.3K ﹤0.01% 309

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Group (Iowa)'s RCL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Royal Caribbean (RCL) in Q4 2023, closing a stake of 153 shares — an estimated $14.1K sold.

Legacy Financial Group (Iowa) first reported a position in RCL in Q3 2023 and held it in 1 quarter. The position peaked at $14.1K in Q3 2023. 832 funds tracked by Wall St. Rank hold RCL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Royal Caribbean position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 153 Royal Caribbean shares in Q4 2023, an estimated $14.1K.
  • Legacy Financial Group (Iowa) first reported a position in Royal Caribbean in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Royal Caribbean position peaked at $14.1K in Q3 2023.
  • 832 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.