AWM
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Aevitas Wealth Management’s Delta Air Lines DAL Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-100
Closed -$5K – 150
2019
Q1 		$5K Hold
100
– – ﹤0.01% 333
2018
Q4 		$5K Buy
+100
New +$5.45K 0.01% 341

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Aevitas Wealth Management's DAL Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Delta Air Lines (DAL) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Aevitas Wealth Management first reported a position in DAL in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 1,041 funds tracked by Wall St. Rank hold DAL as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Delta Air Lines position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 100 Delta Air Lines shares in Q2 2019, an estimated $5K.
  • Aevitas Wealth Management first reported a position in Delta Air Lines in Q4 2018 and held it in 2 quarters.
  • Aevitas Wealth Management's Delta Air Lines position peaked at $5K in Q1 2019.
  • 1,041 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.