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Kiely Wealth Advisory Group’s Delta Air Lines DAL Stock Holding History

Kiely Wealth 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
2024
Q4 		$7.28K Hold
110
– – ﹤0.01% 223
2024
Q3 		$6.97K Hold
110
– – ﹤0.01% 228
2024
Q2 		$4.32K Hold
110
– – ﹤0.01% 239
2024
Q1 		$5.51K Buy
+110
New +$4.55K ﹤0.01% 201

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's DAL Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Delta Air Lines (DAL) position steady in Q4 2024 at 110 shares worth $7.28K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Kiely Wealth Advisory Group first reported a position in DAL in Q1 2024 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

  • Kiely Wealth Advisory Group held 110 shares of Delta Air Lines worth $7.28K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Delta Air Lines share count unchanged in Q4 2024.
  • Delta Air Lines made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #223 holding.
  • Kiely Wealth Advisory Group first reported a position in Delta Air Lines in Q1 2024 and has held it in 4 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.