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Peterson Wealth Advisors’s Norwegian Cruise Line NCLH Stock Holding History

Peterson Wealth Advisors’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
2022
Q4 		– Sell
-10,873
Closed -$124K – 67
2022
Q3 		$124K Hold
10,873
– – 0.04% 61
2022
Q2 		$121K Buy
+10,873
New +$182K 0.04% 56

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BlackRock
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peterson Wealth Advisors's NCLH Position: Q4 2022 in Review

Peterson Wealth Advisors sold out of Norwegian Cruise Line (NCLH) in Q4 2022, closing a stake of 10,873 shares — an estimated $124K sold.

Peterson Wealth Advisors first reported a position in NCLH in Q2 2022 and held it in 2 quarters. The position peaked at $124K in Q3 2022. 535 funds tracked by Wall St. Rank hold NCLH as of Q4 2022.

  • Peterson Wealth Advisors reported no remaining Norwegian Cruise Line position as of Q4 2022 after selling out during the quarter.
  • Peterson Wealth Advisors sold 10,873 Norwegian Cruise Line shares in Q4 2022, an estimated $124K.
  • Peterson Wealth Advisors first reported a position in Norwegian Cruise Line in Q2 2022 and held it in 2 quarters.
  • Peterson Wealth Advisors's Norwegian Cruise Line position peaked at $124K in Q3 2022.
  • 535 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q4 2022.

Based on Peterson Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.