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Avantax Planning Partners’s Delta Air Lines DAL Stock Holding History

Avantax Planning Partners’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
2024
Q3 		– Sell
-4,652
Closed -$221K – 450
2024
Q2 		$221K Sell
4,652
-1,016
-18% -$50.6K 0.01% 423
2024
Q1 		$271K Buy
5,668
+521
+10% +$21.5K 0.01% 382
2023
Q4 		$207K Buy
+5,147
New +$187K 0.01% 352
2023
Q3 		– Sell
-5,211
Closed -$248K – 368
2023
Q2 		$248K Buy
+5,211
New +$192K 0.01% 326
2022
Q2 		– Sell
-5,687
Closed -$225K – 350
2022
Q1 		$225K Buy
5,687
+10
+0.2% +$389 0.01% 325
2021
Q4 		$222K Sell
5,677
-606
-10% -$24.3K 0.01% 319
2021
Q3 		$268K Sell
6,283
-70
-1% -$2.86K 0.01% 271
2021
Q2 		$275K Sell
6,353
-7,920
-55% -$367K 0.01% 267
2021
Q1 		$689K Sell
14,273
-160
-1% -$7.08K 0.04% 161
2020
Q4 		$580K Sell
14,433
-5,862
-29% -$213K 0.03% 170
2020
Q3 		$621K Buy
20,295
+1,607
+9% +$46.3K 0.03% 163
2020
Q2 		$524K Buy
18,688
+8,791
+89% +$224K 0.03% 170
2020
Q1 		$282K Buy
+9,897
New +$491K 0.02% 212
2018
Q4 		– Sell
-2,006
Closed -$116K – 484
2018
Q3 		$116K Buy
+2,006
New +$110K 0.01% 317
2018
Q2 		– Sell
-13,190
Closed -$723K – 511
2018
Q1 		$723K Buy
13,190
+28
+0.2% +$1.54K 0.06% 133
2017
Q4 		$737K Sell
13,162
-1,023
-7% -$53.4K 0.07% 128
2017
Q3 		$684K Sell
14,185
-402
-3% -$20K 0.05% 161
2017
Q2 		$784K Buy
+14,587
New +$715K 0.07% 138
2017
Q1 		– Sell
-4,749
Closed -$234K – 335
2016
Q4 		$234K Buy
+4,749
New +$217K 0.03% 269

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Avantax Planning Partners's DAL Position: Q3 2024 in Review

Avantax Planning Partners sold out of Delta Air Lines (DAL) in Q3 2024, closing a stake of 4,652 shares — an estimated $221K sold.

Avantax Planning Partners first reported a position in DAL in Q4 2016 and held it in 19 quarters. The position peaked at $784K in Q2 2017. 1,084 funds tracked by Wall St. Rank hold DAL as of Q3 2024.

  • Avantax Planning Partners reported no remaining Delta Air Lines position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 4,652 Delta Air Lines shares in Q3 2024, an estimated $221K.
  • Avantax Planning Partners first reported a position in Delta Air Lines in Q4 2016 and held it in 19 quarters.
  • Avantax Planning Partners's Delta Air Lines position peaked at $784K in Q2 2017.
  • 1,084 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.