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

Foresight 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
-478
Closed -$15K – 126
2020
Q3 		$15K Sell
478
-15
-3% -$433 0.01% 100
2020
Q2 		$14K Buy
+493
New +$12.5K 0.01% 105
2020
Q1 		– Sell
-1,000
Closed -$58K – 104
2019
Q4 		$58K Buy
1,000
+500
+100% +$28K 0.04% 106
2019
Q3 		$29K Buy
+500
New +$29.6K 0.02% 109

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Foresight Wealth Management's DAL Position: Q4 2020 in Review

Foresight Wealth Management sold out of Delta Air Lines (DAL) in Q4 2020, closing a stake of 478 shares — an estimated $15K sold.

Foresight Wealth Management first reported a position in DAL in Q3 2019 and held it in 4 quarters. The position peaked at $58K in Q4 2019. 975 funds tracked by Wall St. Rank hold DAL as of Q4 2020.

  • Foresight Wealth Management reported no remaining Delta Air Lines position as of Q4 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 478 Delta Air Lines shares in Q4 2020, an estimated $15K.
  • Foresight Wealth Management first reported a position in Delta Air Lines in Q3 2019 and held it in 4 quarters.
  • Foresight Wealth Management's Delta Air Lines position peaked at $58K in Q4 2019.
  • 975 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2020.

Based on Foresight Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.