CWA
DAL icon

Clearview Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Clearview 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
2023
Q3 		– Sell
-230
Closed -$10.9K – 228
2023
Q2 		$10.9K Buy
230
+80
+53% +$2.95K 0.01% 350
2023
Q1 		$5.24K Buy
150
+50
+50% +$1.85K 0.01% 424
2022
Q4 		$3.29K Hold
100
– – ﹤0.01% 435
2022
Q3 		$3K Sell
100
-1,000
-91% -$31.8K ﹤0.01% 448
2022
Q2 		$32K Buy
1,100
+900
+450% +$34.3K 0.02% 228
2022
Q1 		$8K Sell
200
-100
-33% -$3.89K 0.01% 408
2021
Q4 		$12K Buy
300
+200
+200% +$8.01K 0.01% 380
2021
Q3 		$4K Hold
100
– – ﹤0.01% 513
2021
Q2 		$4K Hold
100
– – ﹤0.01% 522
2021
Q1 		$5K Sell
100
-33
-25% -$1.46K ﹤0.01% 478
2020
Q4 		$5K Buy
+133
New +$4.84K ﹤0.01% 440

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearview Wealth Advisors's DAL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Delta Air Lines (DAL) in Q3 2023, closing a stake of 230 shares — an estimated $10.9K sold.

Clearview Wealth Advisors first reported a position in DAL in Q4 2020 and held it in 11 quarters. The position peaked at $32K in Q2 2022. 1,025 funds tracked by Wall St. Rank hold DAL as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Delta Air Lines position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 230 Delta Air Lines shares in Q3 2023, an estimated $10.9K.
  • Clearview Wealth Advisors first reported a position in Delta Air Lines in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Delta Air Lines position peaked at $32K in Q2 2022.
  • 1,025 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.