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Graves Light Lenhart Wealth’s Deluxe DLX Stock Holding History

Graves Light Lenhart 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
2022
Q3 		– Sell
-200
Closed -$4K – 279
2022
Q2 		$4K Hold
200
– – ﹤0.01% 547
2022
Q1 		$6K Hold
200
– – ﹤0.01% 577
2021
Q4 		$6K Hold
200
– – ﹤0.01% 643
2021
Q3 		$7K Hold
200
– – ﹤0.01% 616
2021
Q2 		$10K Hold
200
– – ﹤0.01% 556
2021
Q1 		$8K Hold
200
– – ﹤0.01% 594
2020
Q4 		$6K Buy
+200
New +$5.16K ﹤0.01% 601

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Graves Light Lenhart Wealth's DLX Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Deluxe (DLX) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

Graves Light Lenhart Wealth first reported a position in DLX in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q2 2021. 169 funds tracked by Wall St. Rank hold DLX as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Deluxe position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 200 Deluxe shares in Q3 2022, an estimated $4K.
  • Graves Light Lenhart Wealth first reported a position in Deluxe in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Deluxe position peaked at $10K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held Deluxe as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.