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

Lowe 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 Q4	–	Sell	-150	Closed	-$4K	–	357
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	254
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	241
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	230
2021 Q4	$6K	Buy	+150	New	+$6K	﹤0.01%	216

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lowe Wealth Advisors's DAL Position: Q4 2022 in Review

Lowe Wealth Advisors sold out of Delta Air Lines (DAL) in Q4 2022, closing a stake of 150 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in DAL in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 974 funds tracked by Wall St. Rank hold DAL as of Q4 2022.

Lowe Wealth Advisors reported no remaining Delta Air Lines position as of Q4 2022 after selling out during the quarter.
Lowe Wealth Advisors sold 150 Delta Air Lines shares in Q4 2022, an estimated $4K.
Lowe Wealth Advisors first reported a position in Delta Air Lines in Q4 2021 and held it in 4 quarters.
Lowe Wealth Advisors's Delta Air Lines position peaked at $6K in Q1 2022.
974 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2022.

Based on Lowe Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.