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

Foguth 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
2024
Q4 		– Sell
-4,932
Closed -$250K – 150
2024
Q3 		$250K Hold
4,932
– – 0.09% 112
2024
Q2 		$234K Buy
+4,932
New +$245K 0.1% 116

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foguth Wealth Management's DAL Position: Q4 2024 in Review

Foguth Wealth Management sold out of Delta Air Lines (DAL) in Q4 2024, closing a stake of 4,932 shares — an estimated $250K sold.

Foguth Wealth Management first reported a position in DAL in Q2 2024 and held it in 2 quarters. The position peaked at $250K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

  • Foguth Wealth Management reported no remaining Delta Air Lines position as of Q4 2024 after selling out during the quarter.
  • Foguth Wealth Management sold 4,932 Delta Air Lines shares in Q4 2024, an estimated $250K.
  • Foguth Wealth Management first reported a position in Delta Air Lines in Q2 2024 and held it in 2 quarters.
  • Foguth Wealth Management's Delta Air Lines position peaked at $250K in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Foguth Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.