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Level Financial Advisors’s Delta Air Lines DAL Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-1,039
Closed -$41.8K – 119
2023
Q4 		$41.8K Buy
1,039
+3
+0.3% +$109 0.02% 128
2023
Q3 		$38.3K Sell
1,036
-198
-16% -$8.6K 0.02% 123
2023
Q2 		$58.7K Hold
1,234
– – 0.03% 101
2023
Q1 		$43.1K Hold
1,234
– – 0.03% 104
2022
Q4 		$41K Hold
1,234
– – 0.03% 103
2022
Q3 		$35K Hold
1,234
– – 0.03% 112
2022
Q2 		$36K Hold
1,234
– – 0.03% 123
2022
Q1 		$49K Hold
1,234
– – 0.04% 88
2021
Q4 		$48K Buy
+1,234
New +$49.4K 0.04% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Financial Advisors's DAL Position: Q1 2024 in Review

Level Financial Advisors sold out of Delta Air Lines (DAL) in Q1 2024, closing a stake of 1,039 shares — an estimated $41.8K sold.

Level Financial Advisors first reported a position in DAL in Q4 2021 and held it in 9 quarters. The position peaked at $58.7K in Q2 2023. 1,079 funds tracked by Wall St. Rank hold DAL as of Q1 2024.

  • Level Financial Advisors reported no remaining Delta Air Lines position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 1,039 Delta Air Lines shares in Q1 2024, an estimated $41.8K.
  • Level Financial Advisors first reported a position in Delta Air Lines in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Delta Air Lines position peaked at $58.7K in Q2 2023.
  • 1,079 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.