EWM
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Edge Wealth Management’s Delta Air Lines DAL Stock Holding History

Edge 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
2020
Q4 		– Sell
-1
Closed -$1K – 400
2020
Q3 		$1K Hold
1
– – ﹤0.01% 404
2020
Q2 		$1K Hold
1
– – ﹤0.01% 631
2020
Q1 		$1K Buy
+1
New +$50 ﹤0.01% 573
2019
Q2 		– Sell
-100
Closed -$20K – 609
2019
Q1 		$20K Buy
+100
New +$4.96K ﹤0.01% 331

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Edge Wealth Management's DAL Position: Q3 2022 in Review

Edge Wealth Management sold out of Delta Air Lines (DAL) in Q3 2022, closing a stake of 8,794 shares — an estimated $255K sold.

Edge Wealth Management first reported a position in DAL in Q1 2014 and held it in 23 quarters. The position peaked at $5.62M in Q3 2018. 889 funds tracked by Wall St. Rank hold DAL as of Q3 2022.

  • Edge Wealth Management reported no remaining Delta Air Lines position as of Q3 2022 after selling out during the quarter.
  • Edge Wealth Management sold 8,794 Delta Air Lines shares in Q3 2022, an estimated $255K.
  • Edge Wealth Management first reported a position in Delta Air Lines in Q1 2014 and held it in 23 quarters.
  • Edge Wealth Management's Delta Air Lines position peaked at $5.62M in Q3 2018.
  • 889 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2022.

Based on Edge Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.