BTWM
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Baker Tilly Wealth Management’s Delta Air Lines DAL Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-5,723
Closed -$274K – 309
2024
Q1 		$274K Buy
5,723
+16
+0.3% +$662 0.05% 362
2023
Q4 		$230K Sell
5,707
-210
-4% -$7.62K 0.04% 427
2023
Q3 		$219K Sell
5,917
-311
-5% -$13.5K 0.04% 425
2023
Q2 		$296K Buy
6,228
+33
+0.5% +$1.22K 0.03% 454
2023
Q1 		$216K Sell
6,195
-498
-7% -$18.5K 0.02% 511
2022
Q4 		$220K Sell
6,693
-1,974
-23% -$65.4K 0.03% 497
2022
Q3 		$243K Buy
+8,667
New +$275K 0.03% 441

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State Street
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Wellington Management Group
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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