Adams Wealth Management’s Deluxe DLX Stock Holding History

Adams Wealth Management’s Portfolio DLX Stock Details DLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13	Closed	–	–	143
2020 Q3	$0	Buy	+13	New	+$336	﹤0.01%	343

Other funds holding DLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Adams Wealth Management's DLX Position: Q4 2020 in Review

Adams Wealth Management sold out of Deluxe (DLX) in Q4 2020, closing a stake of 13 shares.

Adams Wealth Management first reported a position in DLX in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 198 funds tracked by Wall St. Rank hold DLX as of Q4 2020.

Adams Wealth Management reported no remaining Deluxe position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 13 Deluxe shares in Q4 2020.
Adams Wealth Management first reported a position in Deluxe in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Deluxe position peaked at $0 in Q3 2020.
198 funds tracked by Wall St. Rank held Deluxe as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.