SWA
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Sutton Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Sutton 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
2023
Q3 		$12.9K Sell
350
-230
-40% -$9.99K 0.01% 429
2023
Q2 		$27.6K Hold
580
– – 0.01% 305
2023
Q1 		$20.3K Hold
580
– – 0.01% 312
2022
Q4 		$19.1K Sell
580
-80
-12% -$2.65K 0.01% 711
2022
Q3 		$18.5K Sell
660
-69
-9% -$2.19K 0.01% 688
2022
Q2 		$21.1K Hold
729
– – 0.01% 658
2022
Q1 		$28.8K Buy
729
+28
+4% +$1.09K 0.01% 586
2021
Q4 		$27.4K Buy
701
+36
+5% +$1.44K 0.01% 617
2021
Q3 		$28.3K Sell
665
-15
-2% -$612 0.01% 585
2021
Q2 		$29.4K Hold
680
– – 0.01% 579
2021
Q1 		$32.8K Sell
680
-20
-3% -$885 0.01% 522
2020
Q4 		$28.1K Buy
700
+44
+7% +$1.6K 0.01% 515
2020
Q3 		$20.1K Sell
656
-564
-46% -$16.3K 0.01% 542
2020
Q2 		$34.2K Sell
1,220
-697
-36% -$17.7K 0.02% 393
2020
Q1 		$54.7K Buy
1,917
+1,783
+1,331% +$88.4K 0.03% 251
2019
Q4 		$7.84K Hold
134
– – ﹤0.01% 869
2019
Q3 		$7.72K Hold
134
– – ﹤0.01% 861
2019
Q2 		$7.61K Buy
134
+24
+22% +$1.34K ﹤0.01% 838
2019
Q1 		$5.68K Buy
110
+19
+21% +$942 ﹤0.01% 911
2018
Q4 		$4.54K Hold
91
– – ﹤0.01% 903
2018
Q3 		$5.26K Hold
91
– – ﹤0.01% 890
2018
Q2 		$4.51K Hold
91
– – ﹤0.01% 932
2018
Q1 		$4.99K Hold
91
– – ﹤0.01% 919
2017
Q4 		$5.1K Hold
91
– – ﹤0.01% 890
2017
Q3 		$4.39K Hold
91
– – ﹤0.01% 889
2017
Q2 		$4.89K Buy
91
+41
+82% +$2.01K ﹤0.01% 879
2017
Q1 		$2.3K Hold
50
– – ﹤0.01% 929
2016
Q4 		$2.46K Hold
50
– – ﹤0.01% 914
2016
Q3 		$1.97K Sell
50
-74
-60% -$2.8K ﹤0.01% 921
2016
Q2 		$4.52K Hold
124
– – ﹤0.01% 796
2016
Q1 		$6.04K Buy
+124
New +$5.79K 0.01% 705

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's DAL Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Delta Air Lines (DAL) stake by 40% in Q3 2023, selling an estimated $9.99K and leaving 350 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #429.

Sutton Wealth Advisors first reported a position in DAL in Q1 2016 and has held it in 31 quarters since. The position peaked at $54.7K in Q1 2020. 1,027 funds tracked by Wall St. Rank hold DAL as of Q3 2023.

  • Sutton Wealth Advisors held 350 shares of Delta Air Lines worth $12.9K as of Q3 2023.
  • Sutton Wealth Advisors sold 230 Delta Air Lines shares in Q3 2023, an estimated $9.99K.
  • Delta Air Lines made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #429 holding.
  • Sutton Wealth Advisors first reported a position in Delta Air Lines in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Delta Air Lines position peaked at $54.7K in Q1 2020.
  • 1,027 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.