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

Delos 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
2024
Q1 		– Sell
-350
Closed -$14.1K – 376
2023
Q4 		$14.1K Buy
+350
New +$12.7K 0.02% 94
2021
Q4 		– Sell
-12
Closed -$1K – 447
2021
Q3 		$1K Buy
+12
New +$490 ﹤0.01% 170

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Delos Wealth Advisors's DAL Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Delta Air Lines (DAL) in Q1 2024, closing a stake of 350 shares — an estimated $14.1K sold.

Delos Wealth Advisors first reported a position in DAL in Q3 2021 and held it in 2 quarters. The position peaked at $14.1K in Q4 2023. 1,078 funds tracked by Wall St. Rank hold DAL as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Delta Air Lines position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 350 Delta Air Lines shares in Q1 2024, an estimated $14.1K.
  • Delos Wealth Advisors first reported a position in Delta Air Lines in Q3 2021 and held it in 2 quarters.
  • Delos Wealth Advisors's Delta Air Lines position peaked at $14.1K in Q4 2023.
  • 1,078 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.