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Kore Private Wealth’s Deluxe DLX Stock Holding History

Kore Private 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
2020
Q3 		– Sell
-153
Closed -$3K – 478
2020
Q2 		$3K Hold
153
– – ﹤0.01% 983
2020
Q1 		$4K Hold
153
– – ﹤0.01% 830
2019
Q4 		$8K Buy
+153
New +$7.62K ﹤0.01% 783
2019
Q2 		– Sell
-153
Closed -$7K – 378
2019
Q1 		$7K Buy
+153
New +$6.86K ﹤0.01% 691

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Kore Private Wealth's DLX Position: Q3 2020 in Review

Kore Private Wealth sold out of Deluxe (DLX) in Q3 2020, closing a stake of 153 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in DLX in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 189 funds tracked by Wall St. Rank hold DLX as of Q3 2020.

  • Kore Private Wealth reported no remaining Deluxe position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 153 Deluxe shares in Q3 2020, an estimated $3K.
  • Kore Private Wealth first reported a position in Deluxe in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Deluxe position peaked at $8K in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Deluxe as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.