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Lucia Wealth Services’s Royal Caribbean RCL Stock Holding History

Lucia Wealth Services’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
Q1 		– Sell
-7,403
Closed -$988K – 206
2019
Q4 		$988K Buy
7,403
+96
+1% +$11.2K 0.3% 63
2019
Q3 		$792K Buy
7,307
+2,243
+44% +$247K 0.26% 63
2019
Q2 		$614K Sell
5,064
-1,418
-22% -$173K 0.21% 74
2019
Q1 		$743K Buy
+6,482
New +$737K 0.25% 75

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lucia Wealth Services's RCL Position: Q1 2020 in Review

Lucia Wealth Services sold out of Royal Caribbean (RCL) in Q1 2020, closing a stake of 7,403 shares — an estimated $988K sold.

Lucia Wealth Services first reported a position in RCL in Q1 2019 and held it in 4 quarters. The position peaked at $988K in Q4 2019. 516 funds tracked by Wall St. Rank hold RCL as of Q1 2020.

  • Lucia Wealth Services reported no remaining Royal Caribbean position as of Q1 2020 after selling out during the quarter.
  • Lucia Wealth Services sold 7,403 Royal Caribbean shares in Q1 2020, an estimated $988K.
  • Lucia Wealth Services first reported a position in Royal Caribbean in Q1 2019 and held it in 4 quarters.
  • Lucia Wealth Services's Royal Caribbean position peaked at $988K in Q4 2019.
  • 516 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.