Lake Point Wealth Management’s Delta Air Lines DAL Stock Holding History

Lake Point 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
2022 Q2	$10K	Sell	352 -156	-31%	-$5.95K	0.01%	150
2022 Q1	$20K	Hold	508	–	–	0.01%	109
2021 Q4	$20K	Hold	508	–	–	0.01%	118
2021 Q3	$22K	Hold	508	–	–	0.01%	102
2021 Q2	$22K	Buy	+508	New	+$23.5K	0.01%	111
2020 Q1	$4K	Hold	156	–	–	﹤0.01%	182
2019 Q4	$9K	Buy	+156	New	+$8.75K	﹤0.01%	282
2019 Q2	$9K	Hold	156	–	–	﹤0.01%	340
2019 Q1	$9K	Sell	156 -4,520	-97%	-$224K	﹤0.01%	340
2018 Q4	$233K	Buy	+4,676	New	+$255K	0.09%	128

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

Lake Point Wealth Management's DAL Position: Q2 2022 in Review

Lake Point Wealth Management reduced its Delta Air Lines (DAL) stake by 31% in Q2 2022, selling an estimated $5.95K and leaving 352 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #150.

Lake Point Wealth Management first reported a position in DAL in Q4 2018 and has held it in 10 quarters since. The position peaked at $233K in Q4 2018. 909 funds tracked by Wall St. Rank hold DAL as of Q2 2022.

Lake Point Wealth Management held 352 shares of Delta Air Lines worth $10K as of Q2 2022.
Lake Point Wealth Management sold 156 Delta Air Lines shares in Q2 2022, an estimated $5.95K.
Delta Air Lines made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #150 holding.
Lake Point Wealth Management first reported a position in Delta Air Lines in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Delta Air Lines position peaked at $233K in Q4 2018.
909 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.