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Advisors Preferred’s Deluxe DLX Stock Holding History

Advisors Preferred’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
2024
Q4 		– Sell
-49,240
Closed -$943K – 211
2024
Q3 		$943K Sell
49,240
-92,376
-65% -$1.93M 0.14% 79
2024
Q2 		$3.12M Buy
141,616
+120,778
+580% +$2.58M 0.54% 39
2024
Q1 		$421K Buy
+20,838
New +$414K 0.07% 74
2018
Q2 		– Sell
-216
Closed -$16K – 219
2018
Q1 		$16K Sell
216
-16
-7% -$1.18K 0.01% 221
2017
Q4 		$18K Sell
232
-628
-73% -$45.3K 0.01% 167
2017
Q3 		$63K Buy
+860
New +$60K 0.04% 141
2016
Q2 		– Sell
-631
Closed -$39K – 230
2016
Q1 		$39K Buy
+631
New +$35.2K 0.02% 102
2015
Q3 		– Sell
-476
Closed -$30K – 203
2015
Q2 		$30K Buy
476
+338
+245% +$22.2K 0.02% 171
2015
Q1 		$9.56K Sell
138
-1,157
-89% -$75.4K 0.01% 221
2014
Q4 		$80.6K Buy
+1,295
New +$76.1K 0.04% 204
2014
Q2 		– Sell
-554
Closed -$29.1K – 344
2014
Q1 		$29.1K Buy
554
+226
+69% +$11.4K 0.01% 292
2013
Q4 		$17K Buy
+328
New +$15.7K 0.01% 293

Other funds holding DLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Preferred's DLX Position: Q4 2024 in Review

Advisors Preferred sold out of Deluxe (DLX) in Q4 2024, closing a stake of 49,240 shares — an estimated $943K sold.

Advisors Preferred first reported a position in DLX in Q4 2013 and held it in 12 quarters. The position peaked at $3.12M in Q2 2024. 209 funds tracked by Wall St. Rank hold DLX as of Q4 2024.

  • Advisors Preferred reported no remaining Deluxe position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 49,240 Deluxe shares in Q4 2024, an estimated $943K.
  • Advisors Preferred first reported a position in Deluxe in Q4 2013 and held it in 12 quarters.
  • Advisors Preferred's Deluxe position peaked at $3.12M in Q2 2024.
  • 209 funds tracked by Wall St. Rank held Deluxe as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.