CTWM
DAL icon

Cherry Tree Wealth Management’s Delta Air Lines DAL Stock Holding History

Cherry Tree Wealth Management’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
2023
Q3 		– Sell
-7
Closed -$310 – 595
2023
Q2 		$310 Buy
+7
New +$258 ﹤0.01% 582

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cherry Tree Wealth Management's DAL Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Delta Air Lines (DAL) in Q3 2023, closing a stake of 7 shares — an estimated $310 sold.

Cherry Tree Wealth Management first reported a position in DAL in Q2 2023 and held it in 1 quarter. The position peaked at $310 in Q2 2023. 1,026 funds tracked by Wall St. Rank hold DAL as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Delta Air Lines position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 7 Delta Air Lines shares in Q3 2023, an estimated $310.
  • Cherry Tree Wealth Management first reported a position in Delta Air Lines in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Delta Air Lines position peaked at $310 in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.