CFD
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Creative Financial Designs’s Deluxe DLX Stock Holding History

Creative Financial Designs’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
2021
Q3 		– Sell
-125
Closed -$6K – 1397
2021
Q2 		$6K Buy
+125
New +$5.63K ﹤0.01% 1119
2020
Q4 		– Sell
-510
Closed -$13K – 1239
2020
Q3 		$13K Buy
+510
New +$13.2K ﹤0.01% 743

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Financial Designs's DLX Position: Q3 2021 in Review

Creative Financial Designs sold out of Deluxe (DLX) in Q3 2021, closing a stake of 125 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in DLX in Q3 2020 and held it in 2 quarters. The position peaked at $13K in Q3 2020. 186 funds tracked by Wall St. Rank hold DLX as of Q3 2021.

  • Creative Financial Designs reported no remaining Deluxe position as of Q3 2021 after selling out during the quarter.
  • Creative Financial Designs sold 125 Deluxe shares in Q3 2021, an estimated $6K.
  • Creative Financial Designs first reported a position in Deluxe in Q3 2020 and held it in 2 quarters.
  • Creative Financial Designs's Deluxe position peaked at $13K in Q3 2020.
  • 186 funds tracked by Wall St. Rank held Deluxe as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.