AWM
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Avior Wealth Management’s Deluxe DLX Stock Holding History

Avior 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
2025
Q1 		– Sell
-37
Closed -$835 – 1154
2024
Q4 		$835 Hold
37
– – ﹤0.01% 2218
2024
Q3 		$721 Hold
37
– – ﹤0.01% 2123
2024
Q2 		$831 Sell
37
-8
-18% -$171 ﹤0.01% 2047
2024
Q1 		$926 Buy
45
+8
+22% +$159 ﹤0.01% 2415
2023
Q4 		$793 Hold
37
– – ﹤0.01% 1392
2023
Q3 		$698 Hold
37
– – ﹤0.01% 1468
2023
Q2 		$646 Hold
37
– – ﹤0.01% 1442
2023
Q1 		$592 Hold
37
– – ﹤0.01% 1507
2022
Q4 		$628 Hold
37
– – ﹤0.01% 1161
2022
Q3 		$0 Hold
37
– – ﹤0.01% 1180
2022
Q2 		$0 Hold
37
– – ﹤0.01% 1100
2022
Q1 		$1K Hold
37
– – ﹤0.01% 1023
2021
Q4 		$1K Sell
37
-37
-50% -$1.3K ﹤0.01% 1015
2021
Q3 		$2K Buy
+74
New +$3K ﹤0.01% 932

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's DLX Position: Q1 2025 in Review

Avior Wealth Management sold out of Deluxe (DLX) in Q1 2025, closing a stake of 37 shares — an estimated $835 sold.

Avior Wealth Management first reported a position in DLX in Q3 2021 and held it in 14 quarters. The position peaked at $2K in Q3 2021. 209 funds tracked by Wall St. Rank hold DLX as of Q1 2025.

  • Avior Wealth Management reported no remaining Deluxe position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 37 Deluxe shares in Q1 2025, an estimated $835.
  • Avior Wealth Management first reported a position in Deluxe in Q3 2021 and held it in 14 quarters.
  • Avior Wealth Management's Deluxe position peaked at $2K in Q3 2021.
  • 209 funds tracked by Wall St. Rank held Deluxe as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.