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Personal Wealth Partners’s Royal Caribbean RCL Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-36
Closed -$3K – 326
2021
Q2 		$3K Buy
+36
New +$3.14K ﹤0.01% 367

Other funds holding RCL

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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

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

Personal Wealth Partners sold out of Royal Caribbean (RCL) in Q3 2021, closing a stake of 36 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in RCL in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 624 funds tracked by Wall St. Rank hold RCL as of Q3 2021.

  • Personal Wealth Partners reported no remaining Royal Caribbean position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 36 Royal Caribbean shares in Q3 2021, an estimated $3K.
  • Personal Wealth Partners first reported a position in Royal Caribbean in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's Royal Caribbean position peaked at $3K in Q2 2021.
  • 624 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2021.

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