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WBH Advisory’s Delta Air Lines DAL Stock Holding History

WBH Advisory’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
-4,352
Closed -$208K – 311
2024
Q1 		$208K Buy
+4,352
New +$180K 0.02% 301
2023
Q3 		– Sell
-5,291
Closed -$252K – 291
2023
Q2 		$252K Buy
+5,291
New +$195K 0.03% 271

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

WBH Advisory's DAL Position: Q2 2024 in Review

WBH Advisory sold out of Delta Air Lines (DAL) in Q2 2024, closing a stake of 4,352 shares — an estimated $208K sold.

WBH Advisory first reported a position in DAL in Q2 2023 and held it in 2 quarters. The position peaked at $252K in Q2 2023. 1,095 funds tracked by Wall St. Rank hold DAL as of Q2 2024.

  • WBH Advisory reported no remaining Delta Air Lines position as of Q2 2024 after selling out during the quarter.
  • WBH Advisory sold 4,352 Delta Air Lines shares in Q2 2024, an estimated $208K.
  • WBH Advisory first reported a position in Delta Air Lines in Q2 2023 and held it in 2 quarters.
  • WBH Advisory's Delta Air Lines position peaked at $252K in Q2 2023.
  • 1,095 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2024.

Based on WBH Advisory's 13F filing for Q2 2024, filed 11 Jul 2024.