Tradition Wealth Management’s Royal Caribbean RCL Stock Holding History

Tradition 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
2024 Q1	–	Sell	-59	Closed	-$8K	–	1000
2023 Q4	$8K	Hold	59	–	–	﹤0.01%	1046
2023 Q3	$5K	Hold	59	–	–	﹤0.01%	1192
2023 Q2	$6K	Sell	59 -75	-56%	-$5.88K	﹤0.01%	1167
2023 Q1	$9K	Buy	134 +80	+148%	+$5.28K	﹤0.01%	1032
2022 Q4	$3K	Buy	+54	New	+$2.83K	﹤0.01%	1127
2022 Q2	–	Sell	-58	Closed	-$5K	–	1135
2022 Q1	$5K	Buy	58 +8	+16%	+$630	﹤0.01%	1042
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	1099
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	1091
2021 Q2	$4K	Buy	+50	New	+$4.36K	﹤0.01%	1109

Other funds holding RCL

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tradition Wealth Management's RCL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Royal Caribbean (RCL) in Q1 2024, closing a stake of 59 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in RCL in Q2 2021 and held it in 9 quarters. The position peaked at $9K in Q1 2023. 844 funds tracked by Wall St. Rank hold RCL as of Q1 2024.

Tradition Wealth Management reported no remaining Royal Caribbean position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 59 Royal Caribbean shares in Q1 2024, an estimated $8K.
Tradition Wealth Management first reported a position in Royal Caribbean in Q2 2021 and held it in 9 quarters.
Tradition Wealth Management's Royal Caribbean position peaked at $9K in Q1 2023.
844 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.