MinichMacGregor Wealth Management’s Royal Caribbean RCL Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-202	Closed	-$9.98K	–	513
2022 Q4	$9.98K	Buy	+202	New	+$10.6K	﹤0.01%	410
2018 Q4	–	Sell	-102	Closed	-$13K	–	411
2018 Q3	$13K	Hold	102	–	–	0.01%	291
2018 Q2	$10K	Hold	102	–	–	0.01%	305
2018 Q1	$12K	Hold	102	–	–	0.01%	284
2017 Q4	$12K	Hold	102	–	–	0.01%	279
2017 Q3	$12K	Hold	102	–	–	0.01%	254
2017 Q2	$11K	Hold	102	–	–	0.01%	260
2017 Q1	$10K	Hold	102	–	–	0.01%	275
2016 Q4	$8K	Hold	102	–	–	0.01%	295
2016 Q3	$7K	Hold	102	–	–	0.01%	315
2016 Q2	$6K	Hold	102	–	–	0.01%	315
2016 Q1	$8K	Hold	102	–	–	0.01%	278
2015 Q4	$7K	Buy	+102	New	+$9.71K	0.01%	271

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of Royal Caribbean (RCL) in Q1 2023, closing a stake of 202 shares — an estimated $9.98K sold.

MinichMacGregor Wealth Management first reported a position in RCL in Q4 2015 and held it in 13 quarters. The position peaked at $13K in Q3 2018. 641 funds tracked by Wall St. Rank hold RCL as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Royal Caribbean position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 202 Royal Caribbean shares in Q1 2023, an estimated $9.98K.
MinichMacGregor Wealth Management first reported a position in Royal Caribbean in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Royal Caribbean position peaked at $13K in Q3 2018.
641 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2023.

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