High Net Worth Advisory Group’s Delta Air Lines DAL Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-80	Closed	-$2.63K	–	274
2022 Q4	$2.63K	Hold	80	–	–	﹤0.01%	573
2022 Q3	$2K	Sell	80 -89	-53%	-$2.83K	﹤0.01%	625
2022 Q2	$5K	Sell	169 -252	-60%	-$9.61K	﹤0.01%	580
2022 Q1	$17K	Hold	421	–	–	0.01%	473
2021 Q4	$16K	Buy	+421	New	+$16.9K	0.01%	491

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

High Net Worth Advisory Group's DAL Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Delta Air Lines (DAL) in Q1 2023, closing a stake of 80 shares — an estimated $2.63K sold.

High Net Worth Advisory Group first reported a position in DAL in Q4 2021 and held it in 5 quarters. The position peaked at $17K in Q1 2022. 976 funds tracked by Wall St. Rank hold DAL as of Q1 2023.

High Net Worth Advisory Group reported no remaining Delta Air Lines position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 80 Delta Air Lines shares in Q1 2023, an estimated $2.63K.
High Net Worth Advisory Group first reported a position in Delta Air Lines in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Delta Air Lines position peaked at $17K in Q1 2022.
976 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.