TLA
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Tanglewood Legacy Advisors’s Delta Air Lines DAL Stock Holding History

Tanglewood Legacy 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
Q4 		– Sell
-408
Closed -$15.1K – 283
2023
Q3 		$15.1K Hold
408
– – 0.01% 231
2023
Q2 		$19.4K Hold
408
– – 0.01% 219
2023
Q1 		$14.2K Hold
408
– – 0.01% 224
2022
Q4 		$13.4K Buy
+408
New +$13.5K 0.01% 203

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tanglewood Legacy Advisors's DAL Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of Delta Air Lines (DAL) in Q4 2023, closing a stake of 408 shares — an estimated $15.1K sold.

Tanglewood Legacy Advisors first reported a position in DAL in Q4 2022 and held it in 4 quarters. The position peaked at $19.4K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold DAL as of Q4 2023.

  • Tanglewood Legacy Advisors reported no remaining Delta Air Lines position as of Q4 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 408 Delta Air Lines shares in Q4 2023, an estimated $15.1K.
  • Tanglewood Legacy Advisors first reported a position in Delta Air Lines in Q4 2022 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Delta Air Lines position peaked at $19.4K in Q2 2023.
  • 1,068 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.