Legacy Financial Group (Iowa)
DAL icon

Legacy Financial Group (Iowa)’s Delta Air Lines DAL Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-78
Closed -$2.89K – 137
2023
Q3 		$2.89K Buy
+78
New +$3.39K ﹤0.01% 435

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Capital International Investors
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Capital World Investors
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Financial Group (Iowa)'s DAL Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Delta Air Lines (DAL) in Q4 2023, closing a stake of 78 shares — an estimated $2.89K sold.

Legacy Financial Group (Iowa) first reported a position in DAL in Q3 2023 and held it in 1 quarter. The position peaked at $2.89K in Q3 2023. 1,068 funds tracked by Wall St. Rank hold DAL as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Delta Air Lines position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 78 Delta Air Lines shares in Q4 2023, an estimated $2.89K.
  • Legacy Financial Group (Iowa) first reported a position in Delta Air Lines in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Delta Air Lines position peaked at $2.89K in Q3 2023.
  • 1,068 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.