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Western Wealth Management’s Delta Air Lines DAL Stock Holding History

Western Wealth 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
2024
Q4 		– Sell
-5,101
Closed -$259K – 673
2024
Q3 		$259K Buy
+5,101
New +$222K 0.01% 651
2022
Q2 		– Sell
-5,529
Closed -$219K – 799
2022
Q1 		$219K Buy
+5,529
New +$215K 0.01% 766

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's DAL Position: Q4 2024 in Review

Western Wealth Management sold out of Delta Air Lines (DAL) in Q4 2024, closing a stake of 5,101 shares — an estimated $259K sold.

Western Wealth Management first reported a position in DAL in Q1 2022 and held it in 2 quarters. The position peaked at $259K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold DAL as of Q4 2024.

  • Western Wealth Management reported no remaining Delta Air Lines position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 5,101 Delta Air Lines shares in Q4 2024, an estimated $259K.
  • Western Wealth Management first reported a position in Delta Air Lines in Q1 2022 and held it in 2 quarters.
  • Western Wealth Management's Delta Air Lines position peaked at $259K in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.