Atlas Private Wealth Management’s Delta Air Lines DAL Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-1,538	Closed	-$74K	–	169
2021 Q1	$74K	Sell	1,538 -6,359	-81%	-$281K	0.05%	163
2020 Q4	$318K	Sell	7,897 -4,874	-38%	-$177K	0.23%	92
2020 Q3	$391K	Sell	12,771 -650	-5%	-$18.7K	0.31%	77
2020 Q2	$379K	Sell	13,421 -200	-1%	-$5.09K	0.31%	80
2020 Q1	$389K	Buy	13,621 +104	+0.8%	+$5.16K	0.36%	75
2019 Q4	$791K	Buy	+13,517	New	+$758K	0.61%	45

Other funds holding DAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Private Wealth Management's DAL Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Delta Air Lines (DAL) in Q2 2021, closing a stake of 1,538 shares — an estimated $74K sold.

Atlas Private Wealth Management first reported a position in DAL in Q4 2019 and held it in 6 quarters. The position peaked at $791K in Q4 2019. 962 funds tracked by Wall St. Rank hold DAL as of Q2 2021.

Atlas Private Wealth Management reported no remaining Delta Air Lines position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,538 Delta Air Lines shares in Q2 2021, an estimated $74K.
Atlas Private Wealth Management first reported a position in Delta Air Lines in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Delta Air Lines position peaked at $791K in Q4 2019.
962 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.