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Harvest Group Wealth Management’s Deluxe DLX Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-45
Closed -$2K – 617
2019
Q4 		$2K Hold
45
– – ﹤0.01% 595
2019
Q3 		$2K Hold
45
– – ﹤0.01% 674
2019
Q2 		$1K Hold
45
– – ﹤0.01% 698
2019
Q1 		$2K Buy
+45
New +$2.02K ﹤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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harvest Group Wealth Management's DLX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Deluxe (DLX) in Q1 2020, closing a stake of 45 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in DLX in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 215 funds tracked by Wall St. Rank hold DLX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Deluxe position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 45 Deluxe shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Deluxe in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Deluxe position peaked at $2K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held Deluxe as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.