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Capital Performance Advisors’s Deluxe DLX Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-88
Closed -$1.72K – 848
2024
Q3 		$1.72K Buy
+88
New +$1.84K ﹤0.01% 1640

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

Capital Performance Advisors's DLX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Deluxe (DLX) in Q4 2024, closing a stake of 88 shares — an estimated $1.72K sold.

Capital Performance Advisors first reported a position in DLX in Q3 2024 and held it in 1 quarter. The position peaked at $1.72K in Q3 2024. 209 funds tracked by Wall St. Rank hold DLX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Deluxe position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 88 Deluxe shares in Q4 2024, an estimated $1.72K.
  • Capital Performance Advisors first reported a position in Deluxe in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Deluxe position peaked at $1.72K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Deluxe as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.