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Walled Lake Planning & Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-1,120
Closed -$30K – 238
2021
Q3 		$30K Hold
1,120
– – 0.02% 194
2021
Q2 		$33K Hold
1,120
– – 0.02% 177
2021
Q1 		$31K Hold
1,120
– – 0.02% 172
2020
Q4 		$28K Hold
1,120
– – 0.02% 157
2020
Q3 		$19K Hold
1,120
– – 0.02% 175
2020
Q2 		$18K Sell
1,120
-600
-35% -$8.79K 0.02% 163
2020
Q1 		$19K Buy
1,720
+925
+116% +$37.2K 0.02% 145
2019
Q4 		$46K Buy
+795
New +$42K 0.03% 122

Other funds holding NCLH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return