BDO Wealth Advisors’s Delta Air Lines DAL Stock Holding History

BDO Wealth Advisors’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	–	Sell	-6,065	Closed	-$240K	–	1060
2022 Q1	$240K	Buy	6,065 +500	+9%	+$19.5K	0.03%	245
2021 Q4	$217K	Hold	5,565	–	–	0.02%	272
2021 Q3	$237K	Hold	5,565	–	–	0.03%	256
2021 Q2	$241K	Sell	5,565 -25	-0.4%	-$1.16K	0.03%	264
2021 Q1	$270K	Buy	5,590 +1,350	+32%	+$59.7K	0.03%	246
2020 Q4	$170K	Buy	4,240 +200	+5%	+$7.27K	0.02%	248
2020 Q3	$124K	Sell	4,040 -91,858	-96%	-$2.65M	0.02%	253
2020 Q2	$2.69M	Sell	95,898 -368	-0.4%	-$9.36K	0.47%	42
2020 Q1	$2.75M	Buy	96,266 +95,766	+19,153%	+$4.75M	0.56%	35
2019 Q4	$29K	Hold	500	–	–	0.01%	354
2019 Q3	$29K	Hold	500	–	–	0.01%	369
2019 Q2	$28K	Hold	500	–	–	0.01%	361
2019 Q1	$26K	Sell	500 -30	-6%	-$1.49K	0.01%	345
2018 Q4	$26K	Sell	530 -50	-9%	-$2.72K	0.01%	313
2018 Q3	$34K	Sell	580 -150	-21%	-$8.26K	0.01%	335
2018 Q2	$36K	Buy	730 +430	+143%	+$22.9K	0.01%	326
2018 Q1	$16K	Buy	+300	New	+$16.5K	0.01%	349

Other funds holding DAL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management

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

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

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return