Wealthcare Capital Management’s Delta Air Lines DAL Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-191	Closed	-$9K	–	213
2021 Q1	$9K	Buy	+191	New	+$8.45K	﹤0.01%	287
2020 Q2	–	Sell	-160	Closed	-$5K	–	94
2020 Q1	$5K	Buy	+160	New	+$7.93K	﹤0.01%	168
2018 Q1	–	Sell	-50	Closed	-$3K	–	210
2017 Q4	$3K	Buy	+50	New	+$2.61K	﹤0.01%	175
2017 Q2	–	Sell	-94	Closed	-$4K	–	183
2017 Q1	$4K	Hold	94	–	–	﹤0.01%	147
2016 Q4	$5K	Hold	94	–	–	﹤0.01%	144
2016 Q3	$4K	Hold	94	–	–	﹤0.01%	152
2016 Q2	$3K	Hold	94	–	–	﹤0.01%	158
2016 Q1	$5K	Hold	94	–	–	﹤0.01%	158
2015 Q4	$5K	Hold	94	–	–	﹤0.01%	168
2015 Q3	$4K	Sell	94 -169	-64%	-$7.59K	﹤0.01%	191
2015 Q2	$11K	Sell	263 -1,647	-86%	-$72K	﹤0.01%	192
2015 Q1	$86K	Buy	1,910 +1,816	+1,932%	+$84.2K	0.01%	172
2014 Q4	$5K	Hold	94	–	–	﹤0.01%	153
2014 Q3	$3K	Hold	94	–	–	﹤0.01%	226
2014 Q2	$4K	Hold	94	–	–	﹤0.01%	154
2014 Q1	$3K	Hold	94	–	–	﹤0.01%	148
2013 Q4	$3K	Buy	+94	New	+$2.53K	﹤0.01%	101

Other funds holding DAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthcare Capital Management's DAL Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Delta Air Lines (DAL) in Q2 2021, closing a stake of 191 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in DAL in Q4 2013 and held it in 17 quarters. The position peaked at $86K in Q1 2015. 962 funds tracked by Wall St. Rank hold DAL as of Q2 2021.

Wealthcare Capital Management reported no remaining Delta Air Lines position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 191 Delta Air Lines shares in Q2 2021, an estimated $9K.
Wealthcare Capital Management first reported a position in Delta Air Lines in Q4 2013 and held it in 17 quarters.
Wealthcare Capital Management's Delta Air Lines position peaked at $86K in Q1 2015.
962 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.