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

Principle 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
2020
Q3 		– Sell
-125
Closed -$4K – 214
2020
Q2 		$4K Buy
+125
New +$3.18K ﹤0.01% 444

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Capital World Investors
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Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GFA
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Dimensional Fund Advisors
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principle Wealth Partners's DAL Position: Q3 2020 in Review

Principle Wealth Partners sold out of Delta Air Lines (DAL) in Q3 2020, closing a stake of 125 shares — an estimated $4K sold.

Principle Wealth Partners first reported a position in DAL in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 834 funds tracked by Wall St. Rank hold DAL as of Q3 2020.

  • Principle Wealth Partners reported no remaining Delta Air Lines position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 125 Delta Air Lines shares in Q3 2020, an estimated $4K.
  • Principle Wealth Partners first reported a position in Delta Air Lines in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Delta Air Lines position peaked at $4K in Q2 2020.
  • 834 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.