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Northwest Financial Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Northwest Financial Advisors’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-305
Closed -$5.64K – 174
2024
Q3 		$5.64K Buy
+305
New +$5.17K ﹤0.01% 434
2024
Q1 		– Sell
-200
Closed -$3.71K – 150
2023
Q4 		$3.71K Buy
+200
New +$2.9K ﹤0.01% 455

Other funds holding CCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Financial Advisors's CCL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Carnival Corporation Ltd (CCL) in Q4 2024, closing a stake of 305 shares — an estimated $5.64K sold.

Northwest Financial Advisors first reported a position in CCL in Q4 2023 and held it in 2 quarters. The position peaked at $5.64K in Q3 2024. 950 funds tracked by Wall St. Rank hold CCL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Carnival Corporation Ltd position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 305 Carnival Corporation Ltd shares in Q4 2024, an estimated $5.64K.
  • Northwest Financial Advisors first reported a position in Carnival Corporation Ltd in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Carnival Corporation Ltd position peaked at $5.64K in Q3 2024.
  • 950 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.