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Schechter Investment Advisors’s Royal Caribbean RCL Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$455K Sell
2,213
-158
-7% -$37.3K 0.04% 390
2024
Q4 		$547K Sell
2,371
-187
-7% -$41.4K 0.04% 369
2024
Q3 		$454K Sell
2,558
-129
-5% -$20.9K 0.03% 420
2024
Q2 		$428K Sell
2,687
-63
-2% -$9.06K 0.03% 409
2024
Q1 		$382K Buy
2,750
+45
+2% +$5.62K 0.03% 440
2023
Q4 		$350K Buy
2,705
+54
+2% +$5.5K 0.03% 425
2023
Q3 		$244K Sell
2,651
-398
-13% -$39.9K 0.02% 503
2023
Q2 		$316K Sell
3,049
-644
-17% -$50.5K 0.03% 478
2023
Q1 		$241K Buy
+3,693
New +$244K 0.02% 574
2022
Q2 		– Sell
-2,881
Closed -$242K – 997
2022
Q1 		$242K Sell
2,881
-140
-5% -$11K 0.02% 778
2021
Q4 		$233K Buy
+3,021
New +$245K 0.02% 760

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schechter Investment Advisors's RCL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Royal Caribbean (RCL) stake by 6.7% in Q1 2025, selling an estimated $37.3K and leaving 2,213 shares worth $455K. The position accounts for 0.04% of the portfolio, ranked #390.

Schechter Investment Advisors first reported a position in RCL in Q4 2021 and has held it in 11 quarters since. The position peaked at $547K in Q4 2024. 1,057 funds tracked by Wall St. Rank hold RCL as of Q1 2025.

  • Schechter Investment Advisors held 2,213 shares of Royal Caribbean worth $455K as of Q1 2025.
  • Schechter Investment Advisors sold 158 Royal Caribbean shares in Q1 2025, an estimated $37.3K.
  • Royal Caribbean made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #390 holding.
  • Schechter Investment Advisors first reported a position in Royal Caribbean in Q4 2021 and has held it in 11 quarters since.
  • Schechter Investment Advisors's Royal Caribbean position peaked at $547K in Q4 2024.
  • 1,057 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.