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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

Baker Tilly Wealth Management's DAL Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Delta Air Lines (DAL) in Q2 2024, closing a stake of 5,723 shares — an estimated $274K sold.

Baker Tilly Wealth Management first reported a position in DAL in Q3 2022 and held it in 7 quarters. The position peaked at $296K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold DAL as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Delta Air Lines position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 5,723 Delta Air Lines shares in Q2 2024, an estimated $274K.
Baker Tilly Wealth Management first reported a position in Delta Air Lines in Q3 2022 and held it in 7 quarters.
Baker Tilly Wealth Management's Delta Air Lines position peaked at $296K in Q2 2023.
1,095 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.