Peloton Wealth Strategists’s Royal Caribbean RCL Stock Holding History

Peloton Wealth Strategists’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 Q2	–	Sell	-5,400	Closed	-$462K	–	86
2021 Q1	$462K	Sell	5,400 -13,110	-71%	-$1.04M	0.22%	70
2020 Q4	$1.38M	Sell	18,510 -875	-5%	-$61K	0.69%	48
2020 Q3	$1.25M	Sell	19,385 -1,290	-6%	-$75.9K	0.7%	51
2020 Q2	$1.04M	Buy	+20,675	New	+$936K	0.66%	52

Other funds holding RCL

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

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

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

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

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

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

Peloton Wealth Strategists's RCL Position: Q2 2021 in Review

Peloton Wealth Strategists sold out of Royal Caribbean (RCL) in Q2 2021, closing a stake of 5,400 shares — an estimated $462K sold.

Peloton Wealth Strategists first reported a position in RCL in Q2 2020 and held it in 4 quarters. The position peaked at $1.38M in Q4 2020. 660 funds tracked by Wall St. Rank hold RCL as of Q2 2021.

Peloton Wealth Strategists reported no remaining Royal Caribbean position as of Q2 2021 after selling out during the quarter.
Peloton Wealth Strategists sold 5,400 Royal Caribbean shares in Q2 2021, an estimated $462K.
Peloton Wealth Strategists first reported a position in Royal Caribbean in Q2 2020 and held it in 4 quarters.
Peloton Wealth Strategists's Royal Caribbean position peaked at $1.38M in Q4 2020.
660 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2021.

Based on Peloton Wealth Strategists's 13F filing for Q2 2021, filed 16 Aug 2021.