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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

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Primecap Management
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State Street
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Fidelity Investments
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Newport Trust Company
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return