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Wealthstreet Investment Advisors’s Delta Air Lines DAL Stock Holding History

Wealthstreet Investment 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
2020
Q1 		– Sell
-9,733
Closed -$569K – 313
2019
Q4 		$569K Buy
9,733
+108
+1% +$6.06K 0.07% 221
2019
Q3 		$533K Buy
9,625
+50
+0.5% +$2.96K 0.07% 216
2019
Q2 		$544K Sell
9,575
-1,200
-11% -$67.2K 0.07% 211
2019
Q1 		$556K Sell
10,775
-1,550
-13% -$76.9K 0.07% 206
2018
Q4 		$592K Sell
12,325
-300
-2% -$16.3K 0.08% 191
2018
Q3 		$730K Sell
12,625
-100
-0.8% -$5.51K 0.09% 196
2018
Q2 		$630K Sell
12,725
-200
-2% -$10.7K 0.08% 208
2018
Q1 		$709K Buy
12,925
+2,000
+18% +$110K 0.09% 193
2017
Q4 		$612K Buy
+10,925
New +$571K 0.07% 209

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's DAL Position: Q1 2020 in Review

Wealthstreet Investment Advisors sold out of Delta Air Lines (DAL) in Q1 2020, closing a stake of 9,733 shares — an estimated $569K sold.

Wealthstreet Investment Advisors first reported a position in DAL in Q4 2017 and held it in 9 quarters. The position peaked at $730K in Q3 2018. 972 funds tracked by Wall St. Rank hold DAL as of Q1 2020.

  • Wealthstreet Investment Advisors reported no remaining Delta Air Lines position as of Q1 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 9,733 Delta Air Lines shares in Q1 2020, an estimated $569K.
  • Wealthstreet Investment Advisors first reported a position in Delta Air Lines in Q4 2017 and held it in 9 quarters.
  • Wealthstreet Investment Advisors's Delta Air Lines position peaked at $730K in Q3 2018.
  • 972 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2020, filed 1 May 2020.