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Ariadne Wealth Management’s Deluxe DLX Stock Holding History

Ariadne 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
2024
Q3 		– Sell
-1,570
Closed -$483K – 239
2024
Q2 		$483K Buy
+1,570
New +$33.6K 0.37% 61

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DRZID
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LSV Asset Management
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American Century Companies
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State Street
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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

Ariadne Wealth Management's DLX Position: Q3 2024 in Review

Ariadne Wealth Management sold out of Deluxe (DLX) in Q3 2024, closing a stake of 1,570 shares — an estimated $483K sold.

Ariadne Wealth Management first reported a position in DLX in Q2 2024 and held it in 1 quarter. The position peaked at $483K in Q2 2024. 201 funds tracked by Wall St. Rank hold DLX as of Q3 2024.

  • Ariadne Wealth Management reported no remaining Deluxe position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 1,570 Deluxe shares in Q3 2024, an estimated $483K.
  • Ariadne Wealth Management first reported a position in Deluxe in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's Deluxe position peaked at $483K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Deluxe as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.