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Secured Retirement Advisors’s Delta Air Lines DAL Stock Holding History

Secured Retirement 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
2024
Q4 		– Sell
-4,301
Closed -$218K – 143
2024
Q3 		$218K Buy
4,301
+39
+0.9% +$1.7K 0.16% 107
2024
Q2 		$202K Buy
+4,262
New +$212K 0.16% 116

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secured Retirement Advisors's DAL Position: Q4 2024 in Review

Secured Retirement Advisors sold out of Delta Air Lines (DAL) in Q4 2024, closing a stake of 4,301 shares — an estimated $218K sold.

Secured Retirement Advisors first reported a position in DAL in Q2 2024 and held it in 2 quarters. The position peaked at $218K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

  • Secured Retirement Advisors reported no remaining Delta Air Lines position as of Q4 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 4,301 Delta Air Lines shares in Q4 2024, an estimated $218K.
  • Secured Retirement Advisors first reported a position in Delta Air Lines in Q2 2024 and held it in 2 quarters.
  • Secured Retirement Advisors's Delta Air Lines position peaked at $218K in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Secured Retirement Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.