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TrueWealth LLC’s Royal Caribbean RCL Stock Holding History

TrueWealth LLC’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
2020
Q2 		$1K Hold
10
– – ﹤0.01% 691
2020
Q1 		$0 Buy
+10
New +$914 ﹤0.01% 780
2018
Q1 		– Sell
-550
Closed -$66K – 894
2017
Q4 		$66K Buy
+550
New +$68.1K 0.03% 256

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TrueWealth LLC's RCL Position: Q2 2020 in Review

TrueWealth LLC held its Royal Caribbean (RCL) position steady in Q2 2020 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

TrueWealth LLC first reported a position in RCL in Q4 2017 and has held it in 3 quarters since. The position peaked at $66K in Q4 2017. 534 funds tracked by Wall St. Rank hold RCL as of Q2 2020.

  • TrueWealth LLC held 10 shares of Royal Caribbean worth $1K as of Q2 2020.
  • TrueWealth LLC left its Royal Caribbean share count unchanged in Q2 2020.
  • Royal Caribbean made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #691 holding.
  • TrueWealth LLC first reported a position in Royal Caribbean in Q4 2017 and has held it in 3 quarters since.
  • TrueWealth LLC's Royal Caribbean position peaked at $66K in Q4 2017.
  • 534 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.