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Paces Ferry Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-2,394
Closed -$73K – 362
2020
Q3 		$73K Buy
+2,394
New +$69K 0.06% 189

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Primecap Management
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Paces Ferry Wealth Advisors's DAL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Delta Air Lines (DAL) in Q4 2020, closing a stake of 2,394 shares — an estimated $73K sold.

Paces Ferry Wealth Advisors first reported a position in DAL in Q3 2020 and held it in 1 quarter. The position peaked at $73K in Q3 2020. 973 funds tracked by Wall St. Rank hold DAL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Delta Air Lines position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 2,394 Delta Air Lines shares in Q4 2020, an estimated $73K.
  • Paces Ferry Wealth Advisors first reported a position in Delta Air Lines in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Delta Air Lines position peaked at $73K in Q3 2020.
  • 973 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.