Swaine & Leidel Wealth Services’s Royal Caribbean RCL Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$240K	Buy	+240	New	+$18.9K	0.18%	57
2021 Q1	$240K	Sell	2,800 -110	-4%	-$8.72K	0.15%	64
2020 Q4	$217K	Buy	+2,910	New	+$203K	0.16%	61
2020 Q3	–	Sell	-3,978	Closed	-$200K	–	56
2020 Q2	$200K	Buy	+3,978	New	+$180K	0.2%	49

Other funds holding RCL

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swaine & Leidel Wealth Services's RCL Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Royal Caribbean (RCL) in Q1 2022: 240 shares worth $240K. The stake represents 0.18% of the portfolio and ranks #57 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in RCL as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in RCL in Q2 2020 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold RCL as of Q1 2022.

Swaine & Leidel Wealth Services held 240 shares of Royal Caribbean worth $240K as of Q1 2022.
Royal Caribbean was a new Swaine & Leidel Wealth Services position in Q1 2022.
Royal Caribbean made up 0.18% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #57 holding.
Swaine & Leidel Wealth Services first reported a position in Royal Caribbean in Q2 2020 and has held it in 4 quarters since.
681 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.