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

ShoreHaven 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
2021
Q2 		– Sell
-20
Closed -$1K – 111
2021
Q1 		$1K Buy
+20
New +$885 ﹤0.01% 269

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ShoreHaven Wealth Partners's DAL Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Delta Air Lines (DAL) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

ShoreHaven Wealth Partners first reported a position in DAL in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 962 funds tracked by Wall St. Rank hold DAL as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Delta Air Lines position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 20 Delta Air Lines shares in Q2 2021, an estimated $1K.
  • ShoreHaven Wealth Partners first reported a position in Delta Air Lines in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Delta Air Lines position peaked at $1K in Q1 2021.
  • 962 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.