Finer Wealth Management’s Delta Air Lines DAL Stock Holding History

Finer 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
2022 Q2	–	Sell	-6,517	Closed	-$258K	–	79
2022 Q1	$258K	Sell	6,517 -3,494	-35%	-$136K	0.21%	76
2021 Q4	$391K	Buy	+10,011	New	+$401K	0.32%	63

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Finer Wealth Management's DAL Position: Q2 2022 in Review

Finer Wealth Management sold out of Delta Air Lines (DAL) in Q2 2022, closing a stake of 6,517 shares — an estimated $258K sold.

Finer Wealth Management first reported a position in DAL in Q4 2021 and held it in 2 quarters. The position peaked at $391K in Q4 2021. 910 funds tracked by Wall St. Rank hold DAL as of Q2 2022.

Finer Wealth Management reported no remaining Delta Air Lines position as of Q2 2022 after selling out during the quarter.
Finer Wealth Management sold 6,517 Delta Air Lines shares in Q2 2022, an estimated $258K.
Finer Wealth Management first reported a position in Delta Air Lines in Q4 2021 and held it in 2 quarters.
Finer Wealth Management's Delta Air Lines position peaked at $391K in Q4 2021.
910 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2022.

Based on Finer Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.