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Lenox Wealth Management’s Royal Caribbean RCL Stock Holding History

Lenox 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
2020
Q2 		$1K Buy
+29
New +$1.31K ﹤0.01% 702
2018
Q2 		– Sell
-141
Closed -$16K – 600
2018
Q1 		$16K Hold
141
– – 0.01% 321
2017
Q4 		$17K Sell
141
-46
-25% -$5.69K 0.01% 332
2017
Q3 		$22K Buy
+187
New +$21.9K 0.01% 315

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Management's RCL Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Royal Caribbean (RCL) in Q2 2020: 29 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in RCL as recently as Q1 2018.

Lenox Wealth Management first reported a position in RCL in Q3 2017 and has held it in 4 quarters since. The position peaked at $22K in Q3 2017. 533 funds tracked by Wall St. Rank hold RCL as of Q2 2020.

  • Lenox Wealth Management held 29 shares of Royal Caribbean worth $1K as of Q2 2020.
  • Royal Caribbean was a new Lenox Wealth Management position in Q2 2020.
  • Royal Caribbean made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #702 holding.
  • Lenox Wealth Management first reported a position in Royal Caribbean in Q3 2017 and has held it in 4 quarters since.
  • Lenox Wealth Management's Royal Caribbean position peaked at $22K in Q3 2017.
  • 533 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.