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TFO Wealth Partners’s Norwegian Cruise Line NCLH Stock Holding History

TFO Wealth Partners’s Portfolio NCLH Stock Details NCLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$147 – 513
2024
Q1 		$147 Sell
7
-13
-65% -$236 ﹤0.01% 567
2023
Q4 		$401 Hold
20
– – ﹤0.01% 404
2023
Q3 		$435 Buy
20
+13
+186% +$240 ﹤0.01% 500
2023
Q2 		$152 Hold
7
– – ﹤0.01% 577
2023
Q1 		$94 Sell
7
-30
-81% -$449 ﹤0.01% 663
2022
Q4 		$5.73K Buy
+37
New +$557 ﹤0.01% 155

Other funds holding NCLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

TFO Wealth Partners's NCLH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Norwegian Cruise Line (NCLH) in Q2 2024, closing a stake of 7 shares — an estimated $147 sold.

TFO Wealth Partners first reported a position in NCLH in Q4 2022 and held it in 6 quarters. The position peaked at $5.73K in Q4 2022. 553 funds tracked by Wall St. Rank hold NCLH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Norwegian Cruise Line position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Norwegian Cruise Line shares in Q2 2024, an estimated $147.
  • TFO Wealth Partners first reported a position in Norwegian Cruise Line in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Norwegian Cruise Line position peaked at $5.73K in Q4 2022.
  • 553 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.