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

Partnership 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
2024
Q4 		– Sell
-2,047
Closed -$104K – 98
2024
Q3 		$104K Sell
2,047
-1,268
-38% -$55.3K 0.07% 93
2024
Q2 		$157K Sell
3,315
-2,875
-46% -$143K 0.12% 102
2024
Q1 		$296K Sell
6,190
-626
-9% -$25.9K 0.21% 86
2023
Q4 		$267K Buy
+6,816
New +$247K 0.2% 88

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Partnership Wealth Management's DAL Position: Q4 2024 in Review

Partnership Wealth Management sold out of Delta Air Lines (DAL) in Q4 2024, closing a stake of 2,047 shares — an estimated $104K sold.

Partnership Wealth Management first reported a position in DAL in Q4 2023 and held it in 4 quarters. The position peaked at $296K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

  • Partnership Wealth Management reported no remaining Delta Air Lines position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 2,047 Delta Air Lines shares in Q4 2024, an estimated $104K.
  • Partnership Wealth Management first reported a position in Delta Air Lines in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Delta Air Lines position peaked at $296K in Q1 2024.
  • 1,217 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.