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Selective Wealth Management’s Royal Caribbean RCL Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-100
Closed -$4K – 587
2022
Q3 		$4K Hold
100
– – ﹤0.01% 620
2022
Q2 		$3K Hold
100
– – ﹤0.01% 676
2022
Q1 		$8K Hold
100
– – ﹤0.01% 561
2021
Q4 		$8K Hold
100
– – ﹤0.01% 508
2021
Q3 		$9K Hold
100
– – ﹤0.01% 447
2021
Q2 		$9K Buy
+100
New +$8.71K 0.01% 358

Other funds holding RCL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Selective Wealth Management's RCL Position: Q4 2022 in Review

Selective Wealth Management sold out of Royal Caribbean (RCL) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in RCL in Q2 2021 and held it in 6 quarters. The position peaked at $9K in Q3 2021. 608 funds tracked by Wall St. Rank hold RCL as of Q4 2022.

  • Selective Wealth Management reported no remaining Royal Caribbean position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Royal Caribbean shares in Q4 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in Royal Caribbean in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Royal Caribbean position peaked at $9K in Q3 2021.
  • 608 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.