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Paradigm Financial Advisors’s Royal Caribbean RCL Stock Holding History

Paradigm Financial 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
2021
Q4 		$775K Sell
10,075
-110
-1% -$8.94K 0.17% 91
2021
Q3 		$906K Buy
10,185
+5
+0% +$404 0.21% 87
2021
Q2 		$868K Buy
10,180
+115
+1% +$10K 0.19% 93
2021
Q1 		$862K Buy
10,065
+655
+7% +$51.9K 0.21% 89
2020
Q4 		$703K Buy
+9,410
New +$656K 0.19% 81

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paradigm Financial Advisors's RCL Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Royal Caribbean (RCL) stake by 1.1% in Q4 2021, selling an estimated $8.94K and leaving 10,075 shares worth $775K. The position accounts for 0.17% of the portfolio, ranked #91.

Paradigm Financial Advisors first reported a position in RCL in Q4 2020 and has held it in 5 quarters since. The position peaked at $906K in Q3 2021. 646 funds tracked by Wall St. Rank hold RCL as of Q4 2021.

  • Paradigm Financial Advisors held 10,075 shares of Royal Caribbean worth $775K as of Q4 2021.
  • Paradigm Financial Advisors sold 110 Royal Caribbean shares in Q4 2021, an estimated $8.94K.
  • Royal Caribbean made up 0.17% of Paradigm Financial Advisors's portfolio in Q4 2021, its #91 holding.
  • Paradigm Financial Advisors first reported a position in Royal Caribbean in Q4 2020 and has held it in 5 quarters since.
  • Paradigm Financial Advisors's Royal Caribbean position peaked at $906K in Q3 2021.
  • 646 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.