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CFM Wealth Partners’s Delta Air Lines DAL Stock Holding History

CFM Wealth Partners’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
2020
Q4 		– Sell
-12,272
Closed -$375K – 166
2020
Q3 		$375K Sell
12,272
-1,777
-13% -$51.2K 0.14% 99
2020
Q2 		$394K Sell
14,049
-2,238
-14% -$56.9K 0.15% 94
2020
Q1 		$465K Sell
16,287
-3,288
-17% -$163K 0.22% 77
2019
Q4 		$1.21M Buy
+19,575
New +$1.1M 0.45% 52

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

CFM Wealth Partners's DAL Position: Q4 2020 in Review

CFM Wealth Partners sold out of Delta Air Lines (DAL) in Q4 2020, closing a stake of 12,272 shares — an estimated $375K sold.

CFM Wealth Partners first reported a position in DAL in Q4 2019 and held it in 4 quarters. The position peaked at $1.21M in Q4 2019. 975 funds tracked by Wall St. Rank hold DAL as of Q4 2020.

  • CFM Wealth Partners reported no remaining Delta Air Lines position as of Q4 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 12,272 Delta Air Lines shares in Q4 2020, an estimated $375K.
  • CFM Wealth Partners first reported a position in Delta Air Lines in Q4 2019 and held it in 4 quarters.
  • CFM Wealth Partners's Delta Air Lines position peaked at $1.21M in Q4 2019.
  • 975 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2020.

Based on CFM Wealth Partners's 13F filing for Q4 2020, filed 10 Feb 2021.