Lenox Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-11	Closed	-$1K	–	948
2021 Q4	$1K	Buy	11 +7	+175%	+$569	﹤0.01%	897
2021 Q3	$0	Hold	4	–	–	﹤0.01%	777
2021 Q2	$0	Sell	4 -25	-86%	-$2.18K	﹤0.01%	781
2021 Q1	$2K	Sell	29 -29	-50%	-$2.3K	﹤0.01%	624
2020 Q4	$4K	Sell	58 -142	-71%	-$9.9K	﹤0.01%	533
2020 Q3	$13K	Hold	200	–	–	﹤0.01%	346
2020 Q2	$10K	Buy	+200	New	+$9.05K	﹤0.01%	382
2018 Q3	–	Sell	-200	Closed	-$21K	–	497
2018 Q2	$21K	Buy	+200	New	+$22K	﹤0.01%	249
2016 Q1	–	Sell	-35	Closed	-$4K	–	381
2015 Q4	$4K	Buy	+35	New	+$3.33K	﹤0.01%	261

Other funds holding RCL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Lenox Wealth Advisors's RCL Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Royal Caribbean (RCL) in Q1 2022, closing a stake of 11 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in RCL in Q4 2015 and held it in 9 quarters. The position peaked at $21K in Q2 2018. 682 funds tracked by Wall St. Rank hold RCL as of Q1 2022.

Lenox Wealth Advisors reported no remaining Royal Caribbean position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 11 Royal Caribbean shares in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in Royal Caribbean in Q4 2015 and held it in 9 quarters.
Lenox Wealth Advisors's Royal Caribbean position peaked at $21K in Q2 2018.
682 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.