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Lowe Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Lowe 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
2024
Q4 		– Sell
-10
Closed -$1.77K – 372
2024
Q3 		$1.77K Hold
10
– – ﹤0.01% 280
2024
Q2 		$1.59K Buy
+10
New +$1.44K ﹤0.01% 280

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lowe Wealth Advisors's RCL Position: Q4 2024 in Review

Lowe Wealth Advisors sold out of Royal Caribbean (RCL) in Q4 2024, closing a stake of 10 shares — an estimated $1.77K sold.

Lowe Wealth Advisors first reported a position in RCL in Q2 2024 and held it in 2 quarters. The position peaked at $1.77K in Q3 2024. 1,038 funds tracked by Wall St. Rank hold RCL as of Q4 2024.

  • Lowe Wealth Advisors reported no remaining Royal Caribbean position as of Q4 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 10 Royal Caribbean shares in Q4 2024, an estimated $1.77K.
  • Lowe Wealth Advisors first reported a position in Royal Caribbean in Q2 2024 and held it in 2 quarters.
  • Lowe Wealth Advisors's Royal Caribbean position peaked at $1.77K in Q3 2024.
  • 1,038 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2024.

Based on Lowe Wealth Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.