Polaris Wealth Advisory Group’s Royal Caribbean RCL Stock Holding History

Polaris Wealth Advisory Group’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	-237,799	Closed	-$20.4M	–	196
2021 Q2	$20.4M	Buy	+237,799	New	+$20.7M	1.21%	32
2018 Q3	–	Sell	-305	Closed	-$36K	–	536
2018 Q2	$36K	Hold	305	–	–	﹤0.01%	147
2018 Q1	$36K	Buy	+305	New	+$38.5K	﹤0.01%	247
2013 Q3	–	Sell	-21,980	Closed	-$733K	–	160
2013 Q2	$733K	Buy	+21,980	New	+$763K	0.29%	39

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Polaris Wealth Advisory Group's RCL Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of Royal Caribbean (RCL) in Q3 2021, closing a stake of 237,799 shares — an estimated $20.4M sold.

Polaris Wealth Advisory Group first reported a position in RCL in Q2 2013 and held it in 4 quarters. The position peaked at $20.4M in Q2 2021. 624 funds tracked by Wall St. Rank hold RCL as of Q3 2021.

Polaris Wealth Advisory Group reported no remaining Royal Caribbean position as of Q3 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 237,799 Royal Caribbean shares in Q3 2021, an estimated $20.4M.
Polaris Wealth Advisory Group first reported a position in Royal Caribbean in Q2 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Royal Caribbean position peaked at $20.4M in Q2 2021.
624 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.