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Buckingham Strategic Wealth’s Deluxe DLX Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$298K Buy
13,271
+296
+2% +$6.33K ﹤0.01% 600
2024
Q1 		$267K Buy
12,975
+954
+8% +$19K ﹤0.01% 623
2023
Q4 		$258K Buy
+12,021
New +$224K ﹤0.01% 610
2023
Q3 		– Sell
-10,575
Closed -$185K – 691
2023
Q2 		$185K Sell
10,575
-168
-2% -$2.64K ﹤0.01% 644
2023
Q1 		$182K Hold
10,743
– – ﹤0.01% 571
2022
Q4 		$182K Buy
+10,743
New +$191K ﹤0.01% 573
2021
Q3 		– Sell
-4,396
Closed -$210K – 596
2021
Q2 		$210K Sell
4,396
-651
-13% -$29.3K 0.01% 559
2021
Q1 		$212K Buy
+5,047
New +$190K 0.01% 509

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Buckingham Strategic Wealth's DLX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Deluxe (DLX) stake by 2.3% in Q2 2024, buying an estimated $6.33K and bringing the position to 13,271 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Buckingham Strategic Wealth first reported a position in DLX in Q1 2021 and has held it in 8 quarters since. 199 funds tracked by Wall St. Rank hold DLX as of Q2 2024.

  • Buckingham Strategic Wealth held 13,271 shares of Deluxe worth $298K as of Q2 2024.
  • Buckingham Strategic Wealth bought 296 Deluxe shares in Q2 2024, an estimated $6.33K.
  • Deluxe made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #600 holding.
  • Buckingham Strategic Wealth first reported a position in Deluxe in Q1 2021 and has held it in 8 quarters since.
  • 199 funds tracked by Wall St. Rank held Deluxe as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.