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Wealthspire Advisors (Maryland)’s Royal Caribbean RCL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$205K Buy
+3,174
New +$187K 0.01% 453
2020
Q1 		– Sell
-2,219
Closed -$296K – 495
2019
Q4 		$296K Buy
2,219
+173
+8% +$20.2K 0.02% 378
2019
Q3 		$222K Sell
2,046
-65
-3% -$7.16K 0.02% 412
2019
Q2 		$256K Buy
2,111
+107
+5% +$13K 0.02% 387
2019
Q1 		$230K Buy
2,004
+121
+6% +$13.8K 0.02% 408
2018
Q4 		$184K Buy
1,883
+25
+1% +$2.74K 0.02% 417
2018
Q3 		$241K Buy
1,858
+70
+4% +$8.2K 0.02% 412
2018
Q2 		$185K Buy
1,788
+1,484
+488% +$163K 0.02% 491
2018
Q1 		$36K Sell
304
-2
-0.7% -$253 ﹤0.01% 1107
2017
Q4 		$36K Buy
306
+164
+115% +$20.3K ﹤0.01% 1136
2017
Q3 		$17K Buy
142
+33
+30% +$3.86K ﹤0.01% 1359
2017
Q2 		$12K Buy
109
+13
+14% +$1.38K ﹤0.01% 1473
2017
Q1 		$9K Buy
96
+43
+81% +$4.02K ﹤0.01% 1374
2016
Q4 		$4K Sell
53
-336
-86% -$26.4K ﹤0.01% 1434
2016
Q3 		$29K Buy
389
+4
+1% +$282 ﹤0.01% 951
2016
Q2 		$26K Buy
385
+308
+400% +$23.6K ﹤0.01% 914
2016
Q1 		$6K Sell
77
-170
-69% -$13.3K ﹤0.01% 1301
2015
Q4 		$25K Buy
+247
New +$23.5K ﹤0.01% 907

Other funds holding RCL

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RCL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Royal Caribbean (RCL) in Q3 2020: 3,174 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in RCL as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in RCL in Q4 2015 and has held it in 18 quarters since. The position peaked at $296K in Q4 2019. 559 funds tracked by Wall St. Rank hold RCL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,174 shares of Royal Caribbean worth $205K as of Q3 2020.
  • Royal Caribbean was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Royal Caribbean made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #453 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Royal Caribbean in Q4 2015 and has held it in 18 quarters since.
  • Wealthspire Advisors (Maryland)'s Royal Caribbean position peaked at $296K in Q4 2019.
  • 559 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.