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	-4,000	Closed	-$21K	–	127
2020 Q3	$21K	Sell	4,000 -4,000	-50%	-$115K	0.01%	98
2020 Q2	$57K	Buy	+8,000	New	+$204K	0.03%	101
2020 Q1	–	Sell	-35,400	Closed	-$47K	–	105
2019 Q4	$47K	Hold	35,400	–	–	0.03%	108
2019 Q3	$76K	Buy	+35,400	New	+$2.1M	0.05%	101

Other funds holding DAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.