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Harvest Group Wealth Management’s Delta Air Lines DAL Stock Holding History

Harvest Group 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
Q3 		– Sell
-380
Closed -$10K – 631
2020
Q2 		$10K Buy
+380
New +$9.67K 0.01% 210

Other funds holding DAL

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's DAL Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Delta Air Lines (DAL) in Q3 2020, closing a stake of 380 shares — an estimated $10K sold.

Harvest Group Wealth Management first reported a position in DAL in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 834 funds tracked by Wall St. Rank hold DAL as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Delta Air Lines position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 380 Delta Air Lines shares in Q3 2020, an estimated $10K.
  • Harvest Group Wealth Management first reported a position in Delta Air Lines in Q2 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Delta Air Lines position peaked at $10K in Q2 2020.
  • 834 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.