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James Reed Financial Services’s Delta Air Lines DAL Stock Holding History

James Reed Financial Services’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
2022
Q1 		– Sell
-300
Closed -$11K – 52
2021
Q4 		$11K Buy
+300
New +$12K 0.01% 98

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

James Reed Financial Services's DAL Position: Q1 2022 in Review

James Reed Financial Services sold out of Delta Air Lines (DAL) in Q1 2022, closing a stake of 300 shares — an estimated $11K sold.

James Reed Financial Services first reported a position in DAL in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 980 funds tracked by Wall St. Rank hold DAL as of Q1 2022.

  • James Reed Financial Services reported no remaining Delta Air Lines position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 300 Delta Air Lines shares in Q1 2022, an estimated $11K.
  • James Reed Financial Services first reported a position in Delta Air Lines in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Delta Air Lines position peaked at $11K in Q4 2021.
  • 980 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.