US Financial Advisors’s Delta Air Lines DAL Stock Holding History

US Financial 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
2022 Q1	–	Sell	-6,666	Closed	-$261K	–	77
2021 Q4	$261K	Hold	6,666	–	–	0.12%	56
2021 Q3	$284K	Hold	6,666	–	–	0.14%	52
2021 Q2	$288K	Hold	6,666	–	–	0.14%	54
2021 Q1	$322K	Hold	6,666	–	–	0.09%	114
2020 Q4	$268K	Buy	+6,666	New	+$242K	0.08%	106
2015 Q2	–	Sell	-910	Closed	-$41K	–	535
2015 Q1	$41K	Hold	910	–	–	0.04%	126
2014 Q4	$45K	Buy	+910	New	+$38.3K	0.04%	117

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

US Financial Advisors's DAL Position: Q1 2022 in Review

US Financial Advisors sold out of Delta Air Lines (DAL) in Q1 2022, closing a stake of 6,666 shares — an estimated $261K sold.

US Financial Advisors first reported a position in DAL in Q4 2014 and held it in 7 quarters. The position peaked at $322K in Q1 2021. 980 funds tracked by Wall St. Rank hold DAL as of Q1 2022.

US Financial Advisors reported no remaining Delta Air Lines position as of Q1 2022 after selling out during the quarter.
US Financial Advisors sold 6,666 Delta Air Lines shares in Q1 2022, an estimated $261K.
US Financial Advisors first reported a position in Delta Air Lines in Q4 2014 and held it in 7 quarters.
US Financial Advisors's Delta Air Lines position peaked at $322K in Q1 2021.
980 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2022.

Based on US Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.