Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HFP
Holistic Financial Partners’s
Delta Air Lines
DAL
Stock Holding History
Holistic Financial Partners’s Portfolio
DAL Stock Details
DAL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-6,930
Closed
-$274K
–
100
2022
Q1
$274K
Hold
6,930
–
–
0.17%
77
2021
Q4
$271K
Hold
6,930
–
–
0.16%
90
2021
Q3
$295K
Hold
6,930
–
–
0.18%
80
2021
Q2
$300K
Hold
6,930
–
–
0.18%
82
2021
Q1
$335K
Hold
6,930
–
–
0.22%
67
2020
Q4
$279K
Hold
6,930
–
–
0.19%
78
2020
Q3
$212K
Sell
6,930
-1,506
-18%
-$43.4K
0.17%
83
2020
Q2
$237K
Buy
+8,436
New
+$215K
0.2%
66
2018
Q2
–
Sell
-392
Closed
-$21K
–
109
2018
Q1
$21K
Buy
392
+134
+52%
+$7.39K
0.02%
272
2017
Q4
$14K
Buy
+258
New
+$13.5K
0.01%
309
Other funds holding DAL
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
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close