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PFG Private Wealth Management’s Delta Air Lines DAL Stock Holding History

PFG Private 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
Q3 		– Sell
-2,500
Closed -$119K – 243
2024
Q2 		$119K Buy
+2,500
New +$124K 0.07% 75

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Primecap Management
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State Street
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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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

PFG Private Wealth Management's DAL Position: Q3 2024 in Review

PFG Private Wealth Management sold out of Delta Air Lines (DAL) in Q3 2024, closing a stake of 2,500 shares — an estimated $119K sold.

PFG Private Wealth Management first reported a position in DAL in Q2 2024 and held it in 1 quarter. The position peaked at $119K in Q2 2024. 1,084 funds tracked by Wall St. Rank hold DAL as of Q3 2024.

  • PFG Private Wealth Management reported no remaining Delta Air Lines position as of Q3 2024 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,500 Delta Air Lines shares in Q3 2024, an estimated $119K.
  • PFG Private Wealth Management first reported a position in Delta Air Lines in Q2 2024 and held it in 1 quarter.
  • PFG Private Wealth Management's Delta Air Lines position peaked at $119K in Q2 2024.
  • 1,084 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2024.

Based on PFG Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.