FWM
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ForthRight Wealth Management’s Delta Air Lines DAL Stock Holding History

ForthRight 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
2021
Q1 		– Sell
-2,011
Closed -$81K – 67
2020
Q4 		$81K Buy
+2,011
New +$73.1K 0.06% 54

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Primecap Management
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Fidelity Investments
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Newport Trust Company
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JP Morgan Chase
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USGIU
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ForthRight Wealth Management's DAL Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Delta Air Lines (DAL) in Q1 2021, closing a stake of 2,011 shares — an estimated $81K sold.

ForthRight Wealth Management first reported a position in DAL in Q4 2020 and held it in 1 quarter. The position peaked at $81K in Q4 2020. 998 funds tracked by Wall St. Rank hold DAL as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Delta Air Lines position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 2,011 Delta Air Lines shares in Q1 2021, an estimated $81K.
  • ForthRight Wealth Management first reported a position in Delta Air Lines in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Delta Air Lines position peaked at $81K in Q4 2020.
  • 998 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.