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

TFO 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
2024
Q2 		– Sell
-11
Closed -$527 – 236
2024
Q1 		$527 Hold
11
– – ﹤0.01% 252
2023
Q4 		$443 Sell
11
-15
-58% -$544 ﹤0.01% 365
2023
Q3 		$1.24K Buy
26
+15
+136% +$651 ﹤0.01% 246
2023
Q2 		$523 Hold
11
– – ﹤0.01% 276
2023
Q1 		$384 Buy
11
+5
+83% +$185 ﹤0.01% 302
2022
Q4 		$2.57K Buy
+6
New +$199 ﹤0.01% 226
2022
Q3 		– Sell
-81
Closed -$2K – 221
2022
Q2 		$2K Sell
81
-4,740
-98% -$181K ﹤0.01% 305
2022
Q1 		$191K Buy
+4,821
New +$188K 0.04% 43
2021
Q4 		– Sell
-4,921
Closed -$210K – 149
2021
Q3 		$210K Buy
4,921
+4,505
+1,083% +$184K 0.04% 37
2021
Q2 		$18K Sell
416
-4,559
-92% -$211K ﹤0.01% 53
2021
Q1 		$240K Sell
4,975
-997
-17% -$44.1K 0.07% 32
2020
Q4 		$240K Buy
+5,972
New +$217K 0.08% 29
2020
Q3 		– Sell
-680
Closed -$19K – 162
2020
Q2 		$19K Sell
680
-517
-43% -$13.2K 0.01% 65
2020
Q1 		$34K Sell
1,197
-194
-14% -$9.62K 0.01% 68
2019
Q4 		$81K Buy
+1,391
New +$78K 0.07% 53

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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