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MinichMacGregor Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History

MinichMacGregor Wealth Management’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-189
Closed -$2.31K – 435
2022
Q4 		$2.31K Buy
+189
New +$2.85K ﹤0.01% 555

Other funds holding NCLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MinichMacGregor Wealth Management's NCLH Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Norwegian Cruise Line (NCLH) in Q1 2023, closing a stake of 189 shares — an estimated $2.31K sold.

MinichMacGregor Wealth Management first reported a position in NCLH in Q4 2022 and held it in 1 quarter. The position peaked at $2.31K in Q4 2022. 504 funds tracked by Wall St. Rank hold NCLH as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Norwegian Cruise Line position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 189 Norwegian Cruise Line shares in Q1 2023, an estimated $2.31K.
  • MinichMacGregor Wealth Management first reported a position in Norwegian Cruise Line in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Norwegian Cruise Line position peaked at $2.31K in Q4 2022.
  • 504 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.