WealthPLAN Partners’s Royal Caribbean RCL Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-1,255	Closed	-$130K	–	950
2023 Q2	$130K	Sell	1,255 -640	-34%	-$50.2K	0.02%	353
2023 Q1	$124K	Buy	+1,895	New	+$125K	0.01%	381
2021 Q4	–	Sell	-3,795	Closed	-$272K	–	391
2021 Q3	$272K	Buy	3,795 +55	+1%	+$4.45K	0.02%	326
2021 Q2	$306K	Buy	+3,740	New	+$326K	0.02%	287
2015 Q2	$3K	Buy	33 +10	+43%	+$762	﹤0.01%	371
2015 Q1	$2K	Buy	+23	New	+$1.82K	﹤0.01%	495

Other funds holding RCL

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WealthPLAN Partners's RCL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Royal Caribbean (RCL) in Q3 2023, closing a stake of 1,255 shares — an estimated $130K sold.

WealthPLAN Partners first reported a position in RCL in Q1 2015 and held it in 6 quarters. The position peaked at $306K in Q2 2021. 733 funds tracked by Wall St. Rank hold RCL as of Q3 2023.

WealthPLAN Partners reported no remaining Royal Caribbean position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,255 Royal Caribbean shares in Q3 2023, an estimated $130K.
WealthPLAN Partners first reported a position in Royal Caribbean in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Royal Caribbean position peaked at $306K in Q2 2021.
733 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.