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TCI Wealth Advisors’s Royal Caribbean RCL Stock Holding History

TCI 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
Q2 		– Sell
-297
Closed -$19.4K – 1760
2023
Q1 		$19.4K Buy
297
+1
+0.3% +$66 ﹤0.01% 721
2022
Q4 		$14.6K Buy
296
+46
+18% +$2.41K ﹤0.01% 844
2022
Q3 		$9K Buy
250
+4
+2% +$162 ﹤0.01% 1096
2022
Q2 		$9K Sell
246
-52
-17% -$3.23K ﹤0.01% 1099
2022
Q1 		$25K Sell
298
-96
-24% -$7.56K ﹤0.01% 603
2021
Q4 		$30K Buy
394
+11
+3% +$894 ﹤0.01% 544
2021
Q3 		$34K Buy
383
+62
+19% +$5.01K 0.01% 510
2021
Q2 		$27K Buy
321
+13
+4% +$1.13K ﹤0.01% 538
2021
Q1 		$26K Buy
308
+24
+8% +$1.9K 0.01% 511
2020
Q4 		$21K Buy
284
+23
+9% +$1.6K 0.01% 488
2020
Q3 		$17K Buy
261
+14
+6% +$824 0.01% 482
2020
Q2 		$12K Buy
247
+36
+17% +$1.63K 0.01% 536
2020
Q1 		$7K Sell
211
-21
-9% -$1.92K ﹤0.01% 646
2019
Q4 		$31K Buy
232
+9
+4% +$1.05K 0.01% 473
2019
Q3 		$24K Buy
223
+19
+9% +$2.09K 0.01% 459
2019
Q2 		$25K Hold
204
– – 0.01% 430
2019
Q1 		$23K Sell
204
-342
-63% -$38.9K 0.01% 470
2018
Q4 		$53K Buy
546
+6
+1% +$657 0.03% 307
2018
Q3 		$70K Buy
540
+4
+0.7% +$469 0.03% 285
2018
Q2 		$56K Hold
536
– – 0.02% 298
2018
Q1 		$63K Hold
536
– – 0.03% 288
2017
Q4 		$64K Hold
536
– – 0.03% 299
2017
Q3 		$64K Hold
536
– – 0.03% 280
2017
Q2 		$59K Buy
536
+100
+23% +$10.6K 0.03% 283
2017
Q1 		$43K Hold
436
– – 0.02% 324
2016
Q4 		$36K Buy
436
+336
+336% +$26.4K 0.02% 380
2016
Q3 		$7K Buy
+100
New +$7.04K ﹤0.01% 657

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCI Wealth Advisors's RCL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Royal Caribbean (RCL) in Q2 2023, closing a stake of 297 shares — an estimated $19.4K sold.

TCI Wealth Advisors first reported a position in RCL in Q3 2016 and held it in 27 quarters. The position peaked at $70K in Q3 2018. 753 funds tracked by Wall St. Rank hold RCL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Royal Caribbean position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 297 Royal Caribbean shares in Q2 2023, an estimated $19.4K.
  • TCI Wealth Advisors first reported a position in Royal Caribbean in Q3 2016 and held it in 27 quarters.
  • TCI Wealth Advisors's Royal Caribbean position peaked at $70K in Q3 2018.
  • 753 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.