B. Riley Wealth Management’s Delta Air Lines DAL Stock Holding History

B. Riley 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
2022 Q2	$352	Buy	12,148 +6,493	+115%	+$248K	﹤0.01%	499
2022 Q1	$224K	Buy	5,655 +300	+6%	+$11.7K	0.02%	529
2021 Q4	$209K	Sell	5,355 -261	-5%	-$10.4K	0.01%	572
2021 Q3	$239K	Buy	+5,616	New	+$229K	0.02%	514
2020 Q1	–	Sell	-4,668	Closed	-$273K	–	527
2019 Q4	$273K	Sell	4,668 -300	-6%	-$16.8K	0.04%	305
2019 Q3	$286K	Sell	4,968 -2,800	-36%	-$166K	0.05%	280
2019 Q2	$441	Buy	7,768 +1,389	+22%	+$77.8K	0.07%	221
2019 Q1	$329K	Buy	+6,379	New	+$316K	0.06%	261
2015 Q3	–	Sell	-800	Closed	-$32K	–	265
2015 Q2	$32K	Sell	800 -719	-47%	-$31.4K	0.03%	510
2015 Q1	$68K	Sell	1,519 -200	-12%	-$9.28K	0.05%	358
2014 Q4	$84K	Sell	1,719 -21,300	-93%	-$897K	0.07%	301
2014 Q3	$832K	Sell	23,019 -4,387	-16%	-$168K	0.62%	31
2014 Q2	$1.06M	Buy	27,406 +16,747	+157%	+$632K	0.69%	26
2014 Q1	$369K	Buy	+10,659	New	+$343K	0.27%	91

Other funds holding DAL

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

B. Riley Wealth Management's DAL Position: Q2 2022 in Review

B. Riley Wealth Management increased its Delta Air Lines (DAL) stake by 115% in Q2 2022, buying an estimated $248K and bringing the position to 12,148 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #499.

B. Riley Wealth Management first reported a position in DAL in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.06M in Q2 2014. 909 funds tracked by Wall St. Rank hold DAL as of Q2 2022.

B. Riley Wealth Management held 12,148 shares of Delta Air Lines worth $352 as of Q2 2022.
B. Riley Wealth Management bought 6,493 Delta Air Lines shares in Q2 2022, an estimated $248K.
Delta Air Lines made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #499 holding.
B. Riley Wealth Management first reported a position in Delta Air Lines in Q1 2014 and has held it in 14 quarters since.
B. Riley Wealth Management's Delta Air Lines position peaked at $1.06M in Q2 2014.
909 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.