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 $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's DAL Position: Q2 2022 in Review

BDO Wealth Advisors sold out of Delta Air Lines (DAL) in Q2 2022, closing a stake of 6,065 shares — an estimated $240K sold.

BDO Wealth Advisors first reported a position in DAL in Q1 2018 and held it in 17 quarters. The position peaked at $2.75M in Q1 2020. 910 funds tracked by Wall St. Rank hold DAL as of Q2 2022.

BDO Wealth Advisors reported no remaining Delta Air Lines position as of Q2 2022 after selling out during the quarter.
BDO Wealth Advisors sold 6,065 Delta Air Lines shares in Q2 2022, an estimated $240K.
BDO Wealth Advisors first reported a position in Delta Air Lines in Q1 2018 and held it in 17 quarters.
BDO Wealth Advisors's Delta Air Lines position peaked at $2.75M in Q1 2020.
910 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2022.

Based on BDO Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.