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WealthShield Partners’s Royal Caribbean RCL Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-437
Closed -$37K – 614
2021
Q2 		$37K Hold
437
– – 0.01% 535
2021
Q1 		$9K Buy
+437
New +$34.7K ﹤0.01% 834

Other funds holding RCL

Capital International Investors
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthShield Partners's RCL Position: Q3 2021 in Review

WealthShield Partners sold out of Royal Caribbean (RCL) in Q3 2021, closing a stake of 437 shares — an estimated $37K sold.

WealthShield Partners first reported a position in RCL in Q1 2021 and held it in 2 quarters. The position peaked at $37K in Q2 2021. 624 funds tracked by Wall St. Rank hold RCL as of Q3 2021.

  • WealthShield Partners reported no remaining Royal Caribbean position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 437 Royal Caribbean shares in Q3 2021, an estimated $37K.
  • WealthShield Partners first reported a position in Royal Caribbean in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Royal Caribbean position peaked at $37K in Q2 2021.
  • 624 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.