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Mascoma Wealth Management’s Royal Caribbean RCL Stock Holding History

Mascoma 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
2026
Q1 		– Sell
-5
Closed -$1.4K – 539
2025
Q4 		$1.4K Buy
+5
New +$1.41K ﹤0.01% 440
2023
Q3 		– Sell
-1,000
Closed -$106K – 515
2023
Q2 		$106K Hold
1,000
– – 0.03% 133
2023
Q1 		$65.4K Hold
1,000
– – 0.02% 209
2022
Q4 		$49.4K Hold
1,000
– – 0.02% 230
2022
Q3 		$38K Hold
1,000
– – 0.01% 271
2022
Q2 		$35K Hold
1,000
– – 0.01% 289
2022
Q1 		$84K Hold
1,000
– – 0.03% 205
2021
Q4 		$77K Hold
1,000
– – 0.03% 183
2021
Q3 		$89K Buy
+1,000
New +$80.9K 0.03% 166
2021
Q2 		– Sell
-1,000
Closed -$86K – 362
2021
Q1 		$86K Buy
+1,000
New +$79.3K 0.04% 165

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return