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Safeguard Investment Advisory Group’s Delta Air Lines DAL Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-1,000
Closed -$40K – 209
2020
Q4 		$40K Buy
+1,000
New +$36.4K 0.04% 222

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

Safeguard Investment Advisory Group's DAL Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Delta Air Lines (DAL) in Q1 2021, closing a stake of 1,000 shares — an estimated $40K sold.

Safeguard Investment Advisory Group first reported a position in DAL in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 998 funds tracked by Wall St. Rank hold DAL as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Delta Air Lines position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,000 Delta Air Lines shares in Q1 2021, an estimated $40K.
  • Safeguard Investment Advisory Group first reported a position in Delta Air Lines in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Delta Air Lines position peaked at $40K in Q4 2020.
  • 998 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.