Wipfli Financial Advisors’s Delta Air Lines DAL Stock Holding History

Wipfli Financial 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
2022 Q3	$562K	Buy	+20,029	New	+$636K	0.04%	201
2022 Q2	–	Sell	-6,851	Closed	-$271K	–	90
2022 Q1	$271K	Buy	+6,851	New	+$267K	0.03%	85
2021 Q1	–	Sell	-5,131	Closed	-$206K	–	37
2020 Q4	$206K	Buy	+5,131	New	+$187K	0.12%	35

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wipfli Financial Advisors's DAL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Delta Air Lines (DAL) in Q3 2022: 20,029 shares worth $562K. The stake represents 0.04% of the portfolio and ranks #201 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in DAL as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in DAL in Q4 2020 and has held it in 3 quarters since. 890 funds tracked by Wall St. Rank hold DAL as of Q3 2022.

Wipfli Financial Advisors held 20,029 shares of Delta Air Lines worth $562K as of Q3 2022.
Delta Air Lines was a new Wipfli Financial Advisors position in Q3 2022.
Delta Air Lines made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #201 holding.
Wipfli Financial Advisors first reported a position in Delta Air Lines in Q4 2020 and has held it in 3 quarters since.
890 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.