WIA
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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 $263B AUM 16.68% 1-Year Est. Return
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
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return