PCWA
RCL icon

Pacific Capital Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-120
Closed -$27.7K – 306
2024
Q4 		$27.7K Sell
120
-6
-5% -$1.33K ﹤0.01% 191
2024
Q3 		$22.3K Buy
126
+6
+5% +$972 ﹤0.01% 227
2024
Q2 		$19.1K Hold
120
– – ﹤0.01% 241
2024
Q1 		$16.7K Sell
120
-7
-6% -$874 ﹤0.01% 200
2023
Q4 		$16.4K Buy
+127
New +$12.9K ﹤0.01% 204

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's RCL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Royal Caribbean (RCL) in Q1 2025, closing a stake of 120 shares — an estimated $27.7K sold.

Pacific Capital Wealth Advisors first reported a position in RCL in Q4 2023 and held it in 5 quarters. The position peaked at $27.7K in Q4 2024. 1,057 funds tracked by Wall St. Rank hold RCL as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Royal Caribbean position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 120 Royal Caribbean shares in Q1 2025, an estimated $27.7K.
  • Pacific Capital Wealth Advisors first reported a position in Royal Caribbean in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Royal Caribbean position peaked at $27.7K in Q4 2024.
  • 1,057 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.