Personal CFO Solutions’s Delta Air Lines DAL Stock Holding History

Personal CFO Solutions’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	-5,372	Closed	-$273K	–	484
2024 Q3	$273K	Buy	5,372 +82	+2%	+$3.57K	0.04%	452
2024 Q2	$251K	Buy	+5,290	New	+$263K	0.04%	440
2023 Q3	–	Sell	-5,746	Closed	-$273K	–	462
2023 Q2	$273K	Buy	+5,746	New	+$212K	0.06%	352
2022 Q1	–	Sell	-5,221	Closed	-$204K	–	480
2021 Q4	$204K	Buy	5,221 +505	+11%	+$20.2K	0.04%	438
2021 Q3	$201K	Buy	+4,716	New	+$193K	0.04%	418
2020 Q2	–	Sell	-8,630	Closed	-$246K	–	324
2020 Q1	$246K	Sell	8,630 -194	-2%	-$9.62K	0.09%	198
2019 Q4	$526K	Buy	8,824 +4,602	+109%	+$258K	0.15%	145
2019 Q3	$243K	Buy	+4,222	New	+$250K	0.1%	237

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Personal CFO Solutions's DAL Position: Q4 2024 in Review

Personal CFO Solutions sold out of Delta Air Lines (DAL) in Q4 2024, closing a stake of 5,372 shares — an estimated $273K sold.

Personal CFO Solutions first reported a position in DAL in Q3 2019 and held it in 8 quarters. The position peaked at $526K in Q4 2019. 1,216 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

Personal CFO Solutions reported no remaining Delta Air Lines position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 5,372 Delta Air Lines shares in Q4 2024, an estimated $273K.
Personal CFO Solutions first reported a position in Delta Air Lines in Q3 2019 and held it in 8 quarters.
Personal CFO Solutions's Delta Air Lines position peaked at $526K in Q4 2019.
1,216 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.