Lenox Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Lenox Wealth Advisors’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	-100	Closed	-$4K	–	815
2021 Q4	$4K	Buy	100 +87	+669%	+$3.48K	﹤0.01%	624
2021 Q3	$1K	Sell	13 -22	-63%	-$898	﹤0.01%	659
2021 Q2	$2K	Buy	35 +29	+483%	+$1.34K	﹤0.01%	635
2021 Q1	$0	Buy	+6	New	+$265	﹤0.01%	695
2016 Q1	–	Sell	-117	Closed	-$6K	–	288
2015 Q4	$6K	Buy	+117	New	+$5.79K	﹤0.01%	208

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Lenox Wealth Advisors's DAL Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Delta Air Lines (DAL) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in DAL in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q4 2015. 980 funds tracked by Wall St. Rank hold DAL as of Q1 2022.

Lenox Wealth Advisors reported no remaining Delta Air Lines position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 100 Delta Air Lines shares in Q1 2022, an estimated $4K.
Lenox Wealth Advisors first reported a position in Delta Air Lines in Q4 2015 and held it in 5 quarters.
Lenox Wealth Advisors's Delta Air Lines position peaked at $6K in Q4 2015.
980 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.