Forvis Mazars Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Forvis Mazars Wealth Advisors’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 Q1	–	Sell	-10,257	Closed	-$600K	–	289
2019 Q4	$600K	Buy	10,257 +524	+5%	+$29.4K	0.04%	169
2019 Q3	$561K	Buy	9,733 +68	+0.7%	+$4.03K	0.04%	156
2019 Q2	$548K	Sell	9,665 -243	-2%	-$13.6K	0.04%	155
2019 Q1	$512K	Buy	9,908 +677	+7%	+$33.6K	0.04%	161
2018 Q4	$461K	Buy	9,231 +207	+2%	+$11.3K	0.05%	142
2018 Q3	$522K	Sell	9,024 -726	-7%	-$40K	0.05%	140
2018 Q2	$483K	Buy	9,750 +1	+0%	+$53	0.05%	143
2018 Q1	$534K	Buy	+9,749	New	+$538K	0.05%	133

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DAL Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of Delta Air Lines (DAL) in Q1 2020, closing a stake of 10,257 shares — an estimated $600K sold.

Forvis Mazars Wealth Advisors first reported a position in DAL in Q1 2018 and held it in 8 quarters. The position peaked at $600K in Q4 2019. 972 funds tracked by Wall St. Rank hold DAL as of Q1 2020.

Forvis Mazars Wealth Advisors reported no remaining Delta Air Lines position as of Q1 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 10,257 Delta Air Lines shares in Q1 2020, an estimated $600K.
Forvis Mazars Wealth Advisors first reported a position in Delta Air Lines in Q1 2018 and held it in 8 quarters.
Forvis Mazars Wealth Advisors's Delta Air Lines position peaked at $600K in Q4 2019.
972 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.