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Bell Investment Advisors’s Deluxe DLX Stock Holding History

Bell Investment Advisors’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
2023
Q2 		– Sell
-31
Closed -$496 – 1943
2023
Q1 		$496 Buy
+31
New +$565 ﹤0.01% 1834
2021
Q4 		$0 Buy
+15
New +$529 ﹤0.01% 1813

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's DLX Position: Q2 2023 in Review

Bell Investment Advisors sold out of Deluxe (DLX) in Q2 2023, closing a stake of 31 shares — an estimated $496 sold.

Bell Investment Advisors first reported a position in DLX in Q4 2021 and held it in 2 quarters. The position peaked at $496 in Q1 2023. 166 funds tracked by Wall St. Rank hold DLX as of Q2 2023.

  • Bell Investment Advisors reported no remaining Deluxe position as of Q2 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 31 Deluxe shares in Q2 2023, an estimated $496.
  • Bell Investment Advisors first reported a position in Deluxe in Q4 2021 and held it in 2 quarters.
  • Bell Investment Advisors's Deluxe position peaked at $496 in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Deluxe as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.