PWP
DAL icon

Personal Wealth Partners’s Delta Air Lines DAL Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-458
Closed -$20K – 155
2021
Q2 		$20K Buy
+458
New +$21.2K 0.01% 210

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Personal Wealth Partners's DAL Position: Q3 2021 in Review

Personal Wealth Partners sold out of Delta Air Lines (DAL) in Q3 2021, closing a stake of 458 shares — an estimated $20K sold.

Personal Wealth Partners first reported a position in DAL in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 958 funds tracked by Wall St. Rank hold DAL as of Q3 2021.

  • Personal Wealth Partners reported no remaining Delta Air Lines position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 458 Delta Air Lines shares in Q3 2021, an estimated $20K.
  • Personal Wealth Partners first reported a position in Delta Air Lines in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's Delta Air Lines position peaked at $20K in Q2 2021.
  • 958 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.