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Wingate Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-550
Closed -$13.7K – 151
2024
Q4 		$13.7K Buy
+550
New +$12.9K 0.01% 319

Other funds holding CCL

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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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wingate Wealth Advisors's CCL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Carnival Corporation Ltd (CCL) in Q1 2025, closing a stake of 550 shares — an estimated $13.7K sold.

Wingate Wealth Advisors first reported a position in CCL in Q4 2024 and held it in 1 quarter. The position peaked at $13.7K in Q4 2024. 933 funds tracked by Wall St. Rank hold CCL as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Carnival Corporation Ltd position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 550 Carnival Corporation Ltd shares in Q1 2025, an estimated $13.7K.
  • Wingate Wealth Advisors first reported a position in Carnival Corporation Ltd in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Carnival Corporation Ltd position peaked at $13.7K in Q4 2024.
  • 933 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.