IAA
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Independent Advisor Alliance’s Deluxe DLX Stock Holding History

Independent Advisor Alliance’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 		– Sell
-54,216
Closed -$1.12M – 715
2024
Q1 		$1.12M Buy
54,216
+520
+1% +$10.3K 0.04% 304
2023
Q4 		$1.15M Buy
+53,696
New +$1,000K 0.04% 282

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

Independent Advisor Alliance's DLX Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Deluxe (DLX) in Q2 2024, closing a stake of 54,216 shares — an estimated $1.12M sold.

Independent Advisor Alliance first reported a position in DLX in Q4 2023 and held it in 2 quarters. The position peaked at $1.15M in Q4 2023. 199 funds tracked by Wall St. Rank hold DLX as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Deluxe position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 54,216 Deluxe shares in Q2 2024, an estimated $1.12M.
  • Independent Advisor Alliance first reported a position in Deluxe in Q4 2023 and held it in 2 quarters.
  • Independent Advisor Alliance's Deluxe position peaked at $1.15M in Q4 2023.
  • 199 funds tracked by Wall St. Rank held Deluxe as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.