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Wetzel Investment Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Wetzel Investment Advisors’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,102
Closed -$18K – 241
2024
Q2 		$18K Hold
1,102
– – 0.01% 363
2024
Q1 		$15.6K Hold
1,102
– – 0.01% 426
2023
Q4 		$20K Buy
+1,102
New +$16K 0.01% 377

Other funds holding CCL

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's CCL Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Carnival Corporation Ltd (CCL) in Q3 2024, closing a stake of 1,102 shares — an estimated $18K sold.

Wetzel Investment Advisors first reported a position in CCL in Q4 2023 and held it in 3 quarters. The position peaked at $20K in Q4 2023. 857 funds tracked by Wall St. Rank hold CCL as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Carnival Corporation Ltd position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,102 Carnival Corporation Ltd shares in Q3 2024, an estimated $18K.
  • Wetzel Investment Advisors first reported a position in Carnival Corporation Ltd in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Carnival Corporation Ltd position peaked at $20K in Q4 2023.
  • 857 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.