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Capital Directions Investment Advisors’s Delta Air Lines DAL Stock Holding History

Capital Directions Investment 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
2021
Q1 		– Sell
-500
Closed -$20K – 221
2020
Q4 		$20K Hold
500
– – 0.01% 153
2020
Q3 		$15K Buy
+500
New +$14.4K 0.01% 168
2020
Q2 		– Sell
-100
Closed -$3K – 217
2020
Q1 		$3K Buy
+100
New +$4.96K ﹤0.01% 220

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Capital Directions Investment Advisors's DAL Position: Q1 2021 in Review

Capital Directions Investment Advisors sold out of Delta Air Lines (DAL) in Q1 2021, closing a stake of 500 shares — an estimated $20K sold.

Capital Directions Investment Advisors first reported a position in DAL in Q1 2020 and held it in 3 quarters. The position peaked at $20K in Q4 2020. 998 funds tracked by Wall St. Rank hold DAL as of Q1 2021.

  • Capital Directions Investment Advisors reported no remaining Delta Air Lines position as of Q1 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 500 Delta Air Lines shares in Q1 2021, an estimated $20K.
  • Capital Directions Investment Advisors first reported a position in Delta Air Lines in Q1 2020 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Delta Air Lines position peaked at $20K in Q4 2020.
  • 998 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.