Sax Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Sax Wealth Advisors’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 Q4	–	Sell	-4,730	Closed	-$202K	–	180
2021 Q3	$202K	Hold	4,730	–	–	0.05%	162
2021 Q2	$205K	Hold	4,730	–	–	0.07%	154
2021 Q1	$228K	Buy	+4,730	New	+$209K	0.08%	132

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sax Wealth Advisors's DAL Position: Q4 2021 in Review

Sax Wealth Advisors sold out of Delta Air Lines (DAL) in Q4 2021, closing a stake of 4,730 shares — an estimated $202K sold.

Sax Wealth Advisors first reported a position in DAL in Q1 2021 and held it in 3 quarters. The position peaked at $228K in Q1 2021. 981 funds tracked by Wall St. Rank hold DAL as of Q4 2021.

Sax Wealth Advisors reported no remaining Delta Air Lines position as of Q4 2021 after selling out during the quarter.
Sax Wealth Advisors sold 4,730 Delta Air Lines shares in Q4 2021, an estimated $202K.
Sax Wealth Advisors first reported a position in Delta Air Lines in Q1 2021 and held it in 3 quarters.
Sax Wealth Advisors's Delta Air Lines position peaked at $228K in Q1 2021.
981 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2021.

Based on Sax Wealth Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.