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Sutton Wealth Advisors’s Royal Caribbean RCL Stock Holding History

Sutton Wealth 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
2023
Q3 		$26.3K Buy
285
+25
+10% +$2.5K 0.01% 319
2023
Q2 		$27K Buy
260
+17
+7% +$1.33K 0.01% 310
2023
Q1 		$15.9K Hold
243
– – 0.01% 343
2022
Q4 		$12K Hold
243
– – ﹤0.01% 877
2022
Q3 		$9.21K Buy
243
+126
+108% +$5.11K ﹤0.01% 914
2022
Q2 		$4.08K Sell
117
-19
-14% -$1.18K ﹤0.01% 1095
2022
Q1 		$11.4K Buy
136
+4
+3% +$315 ﹤0.01% 899
2021
Q4 		$10.2K Buy
132
+19
+17% +$1.54K ﹤0.01% 930
2021
Q3 		$10.1K Buy
113
+7
+7% +$566 ﹤0.01% 909
2021
Q2 		$9.04K Hold
106
– – ﹤0.01% 938
2021
Q1 		$9.07K Buy
106
+4
+4% +$317 ﹤0.01% 909
2020
Q4 		$7.62K Buy
102
+24
+31% +$1.67K ﹤0.01% 891
2020
Q3 		$5.05K Buy
78
+32
+70% +$1.88K ﹤0.01% 924
2020
Q2 		$2.31K Buy
46
+34
+283% +$1.54K ﹤0.01% 1047
2020
Q1 		$386 Sell
12
-3
-20% -$274 ﹤0.01% 1155
2019
Q4 		$2K Hold
15
– – ﹤0.01% 1061
2019
Q3 		$1.63K Hold
15
– – ﹤0.01% 1077
2019
Q2 		$1.82K Hold
15
– – ﹤0.01% 1065
2019
Q1 		$1.72K Hold
15
– – ﹤0.01% 1069
2018
Q4 		$1.47K Hold
15
– – ﹤0.01% 1016
2018
Q3 		$1.95K Hold
15
– – ﹤0.01% 997
2018
Q2 		$1.55K Hold
15
– – ﹤0.01% 1032
2018
Q1 		$1.77K Hold
15
– – ﹤0.01% 1010
2017
Q4 		$1.79K Hold
15
– – ﹤0.01% 973
2017
Q3 		$1.78K Hold
15
– – ﹤0.01% 958
2017
Q2 		$1.64K Buy
15
+3
+25% +$318 ﹤0.01% 972
2017
Q1 		$1.18K Hold
12
– – ﹤0.01% 965
2016
Q4 		$984 Buy
+12
New +$944 ﹤0.01% 970

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sutton Wealth Advisors's RCL Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Royal Caribbean (RCL) stake by 9.6% in Q3 2023, buying an estimated $2.5K and bringing the position to 285 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #319.

Sutton Wealth Advisors first reported a position in RCL in Q4 2016 and has held it in 28 quarters since. The position peaked at $27K in Q2 2023. 733 funds tracked by Wall St. Rank hold RCL as of Q3 2023.

  • Sutton Wealth Advisors held 285 shares of Royal Caribbean worth $26.3K as of Q3 2023.
  • Sutton Wealth Advisors bought 25 Royal Caribbean shares in Q3 2023, an estimated $2.5K.
  • Royal Caribbean made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #319 holding.
  • Sutton Wealth Advisors first reported a position in Royal Caribbean in Q4 2016 and has held it in 28 quarters since.
  • Sutton Wealth Advisors's Royal Caribbean position peaked at $27K in Q2 2023.
  • 733 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.