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Gerber Kawasaki Wealth & Investment Management’s Delta Air Lines DAL Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2023
Q3 		– Sell
-2,220
Closed -$106K – 259
2023
Q2 		$106K Buy
+2,220
New +$81.9K 0.01% 254
2021
Q4 		– Sell
-2,029
Closed -$86K – 472
2021
Q3 		$86K Buy
+2,029
New +$82.8K 0.01% 258

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's DAL Position: Q3 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Delta Air Lines (DAL) in Q3 2023, closing a stake of 2,220 shares — an estimated $106K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in DAL in Q3 2021 and held it in 2 quarters. The position peaked at $106K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold DAL as of Q3 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Delta Air Lines position as of Q3 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,220 Delta Air Lines shares in Q3 2023, an estimated $106K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Delta Air Lines in Q3 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Delta Air Lines position peaked at $106K in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.