SWM
DAL icon

Selective Wealth Management’s Delta Air Lines DAL Stock Holding History

Selective 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
2022
Q4 		– Sell
-200
Closed -$6K – 238
2022
Q3 		$6K Sell
200
-784
-80% -$24.9K ﹤0.01% 572
2022
Q2 		$29K Buy
984
+280
+40% +$10.7K 0.01% 409
2022
Q1 		$28K Hold
704
– – 0.01% 398
2021
Q4 		$28K Hold
704
– – 0.01% 361
2021
Q3 		$30K Hold
704
– – 0.02% 323
2021
Q2 		$30K Hold
704
– – 0.02% 240
2021
Q1 		$34K Hold
704
– – 0.03% 152
2020
Q4 		$28K Hold
704
– – 0.02% 149
2020
Q3 		$22K Sell
704
-80
-10% -$2.31K 0.02% 146
2020
Q2 		$22K Buy
784
+704
+880% +$17.9K 0.02% 165
2020
Q1 		$2K Hold
80
– – ﹤0.01% 275
2019
Q4 		$5K Buy
+80
New +$4.49K 0.01% 214

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return