WR Wealth Planners’s Royal Caribbean RCL Stock Holding History

WR Wealth Planners’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
2024 Q4	$8.3K	Sell	36 -103	-74%	-$22.8K	﹤0.01%	620
2024 Q3	$24.7K	Hold	139	–	–	0.01%	447
2024 Q2	$22.2K	Buy	139 +15	+12%	+$2.16K	0.01%	430
2024 Q1	$17.2K	Buy	+124	New	+$15.5K	0.01%	484
2023 Q4	–	Sell	-108	Closed	-$9.95K	–	692
2023 Q3	$9.95K	Hold	108	–	–	﹤0.01%	563
2023 Q2	$11.2K	Hold	108	–	–	﹤0.01%	529
2023 Q1	$7.05K	Hold	108	–	–	﹤0.01%	630
2022 Q4	$5.34K	Hold	108	–	–	﹤0.01%	323
2022 Q3	$4.09K	Sell	108 -10	-8%	-$405	﹤0.01%	328
2022 Q2	$4.12K	Hold	118	–	–	﹤0.01%	357
2022 Q1	$9.89K	Buy	+118	New	+$9.29K	0.01%	300

Other funds holding RCL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WR Wealth Planners reduced its Royal Caribbean (RCL) stake by 74% in Q4 2024, selling an estimated $22.8K and leaving 36 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

WR Wealth Planners first reported a position in RCL in Q1 2022 and has held it in 11 quarters since. The position peaked at $24.7K in Q3 2024. 1,039 funds tracked by Wall St. Rank hold RCL as of Q4 2024.

WR Wealth Planners held 36 shares of Royal Caribbean worth $8.3K as of Q4 2024.
WR Wealth Planners sold 103 Royal Caribbean shares in Q4 2024, an estimated $22.8K.
Royal Caribbean made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #620 holding.
WR Wealth Planners first reported a position in Royal Caribbean in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Royal Caribbean position peaked at $24.7K in Q3 2024.
1,039 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2024.

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