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Personal Wealth Partners’s Norwegian Cruise Line NCLH Stock Holding History

Personal Wealth Partners’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-243
Closed -$7K – 281
2021
Q2 		$7K Buy
+243
New +$7.32K ﹤0.01% 297
2020
Q1 		– Sell
-128
Closed -$7K – 407
2019
Q4 		$7K Hold
128
– – ﹤0.01% 255
2019
Q3 		$7K Hold
128
– – ﹤0.01% 260
2019
Q2 		$7K Buy
+128
New +$7.11K ﹤0.01% 231

Other funds holding NCLH

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Personal Wealth Partners's NCLH Position: Q3 2021 in Review

Personal Wealth Partners sold out of Norwegian Cruise Line (NCLH) in Q3 2021, closing a stake of 243 shares — an estimated $7K sold.

Personal Wealth Partners first reported a position in NCLH in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 534 funds tracked by Wall St. Rank hold NCLH as of Q3 2021.

  • Personal Wealth Partners reported no remaining Norwegian Cruise Line position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 243 Norwegian Cruise Line shares in Q3 2021, an estimated $7K.
  • Personal Wealth Partners first reported a position in Norwegian Cruise Line in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Norwegian Cruise Line position peaked at $7K in Q2 2021.
  • 534 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.