Liberty Wealth Management’s Delta Air Lines DAL Stock Holding History

Liberty 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
2021 Q4	–	Sell	-1,107	Closed	-$47K	–	372
2021 Q3	$47K	Hold	1,107	–	–	0.02%	437
2021 Q2	$48K	Sell	1,107 -400	-27%	-$18.5K	0.02%	322
2021 Q1	$56K	Hold	1,507	–	–	0.03%	261
2020 Q4	$56K	Buy	1,507 +377	+33%	+$13.7K	0.03%	259
2020 Q3	$35K	Hold	1,130	–	–	0.02%	292
2020 Q2	$32K	Buy	+1,130	New	+$28.7K	0.02%	299
2019 Q4	–	Sell	-586	Closed	-$34K	–	918
2019 Q3	$34K	Buy	+586	New	+$34.7K	0.03%	303
2019 Q1	–	Sell	-114	Closed	-$5K	–	755
2018 Q4	$5K	Buy	+114	New	+$6.21K	﹤0.01%	542

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Liberty Wealth Management's DAL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Delta Air Lines (DAL) in Q4 2021, closing a stake of 1,107 shares — an estimated $47K sold.

Liberty Wealth Management first reported a position in DAL in Q4 2018 and held it in 8 quarters. The position peaked at $56K in Q1 2021. 981 funds tracked by Wall St. Rank hold DAL as of Q4 2021.

Liberty Wealth Management reported no remaining Delta Air Lines position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,107 Delta Air Lines shares in Q4 2021, an estimated $47K.
Liberty Wealth Management first reported a position in Delta Air Lines in Q4 2018 and held it in 8 quarters.
Liberty Wealth Management's Delta Air Lines position peaked at $56K in Q1 2021.
981 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.