WR Wealth Planners’s Norwegian Cruise Line NCLH Stock Holding History

WR Wealth Planners’s Portfolio NCLH Stock Details NCLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$8.36K	Hold	325	–	–	﹤0.01%	619
2024 Q3	$6.67K	Hold	325	–	–	﹤0.01%	693
2024 Q2	$6.11K	Hold	325	–	–	﹤0.01%	683
2024 Q1	$6.8K	Buy	+325	New	+$5.91K	﹤0.01%	668
2023 Q4	–	Sell	-892	Closed	-$14.7K	–	612
2023 Q3	$14.7K	Hold	892	–	–	0.01%	475
2023 Q2	$19.4K	Buy	892 +100	+13%	+$1.53K	0.01%	444
2023 Q1	$10.7K	Hold	792	–	–	﹤0.01%	535
2022 Q4	$9.69K	Hold	792	–	–	0.01%	271
2022 Q3	$9K	Hold	792	–	–	0.01%	267
2022 Q2	$8.81K	Hold	792	–	–	0.01%	292
2022 Q1	$17.3K	Buy	+792	New	+$16.2K	0.01%	244

Other funds holding NCLH

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's NCLH Position: Q4 2024 in Review

WR Wealth Planners held its Norwegian Cruise Line (NCLH) position steady in Q4 2024 at 325 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

WR Wealth Planners first reported a position in NCLH in Q1 2022 and has held it in 11 quarters since. The position peaked at $19.4K in Q2 2023. 673 funds tracked by Wall St. Rank hold NCLH as of Q4 2024.

WR Wealth Planners held 325 shares of Norwegian Cruise Line worth $8.36K as of Q4 2024.
WR Wealth Planners left its Norwegian Cruise Line share count unchanged in Q4 2024.
Norwegian Cruise Line made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #619 holding.
WR Wealth Planners first reported a position in Norwegian Cruise Line in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Norwegian Cruise Line position peaked at $19.4K in Q2 2023.
673 funds tracked by Wall St. Rank held Norwegian Cruise Line as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.