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Adams Wealth Management’s Delta Air Lines DAL Stock Holding History

Adams Wealth Management’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,222
Closed -$37K – 132
2020
Q3 		$37K Buy
+1,222
New +$35.2K 0.03% 118

Other funds holding DAL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Adams Wealth Management's DAL Position: Q4 2020 in Review

Adams Wealth Management sold out of Delta Air Lines (DAL) in Q4 2020, closing a stake of 1,222 shares — an estimated $37K sold.

Adams Wealth Management first reported a position in DAL in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 973 funds tracked by Wall St. Rank hold DAL as of Q4 2020.

  • Adams Wealth Management reported no remaining Delta Air Lines position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 1,222 Delta Air Lines shares in Q4 2020, an estimated $37K.
  • Adams Wealth Management first reported a position in Delta Air Lines in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Delta Air Lines position peaked at $37K in Q3 2020.
  • 973 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.