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Landmark Wealth Management (New York)’s Deluxe DLX Stock Holding History

Landmark Wealth Management (New York)’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
Q2 		– Sell
-200
Closed -$200 – 79
2022
Q1 		$200 Buy
+200
New +$6.28K ﹤0.01% 187

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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Landmark Wealth Management (New York)'s DLX Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Deluxe (DLX) in Q2 2022, closing a stake of 200 shares — an estimated $200 sold.

Landmark Wealth Management (New York) first reported a position in DLX in Q1 2022 and held it in 1 quarter. The position peaked at $200 in Q1 2022. 179 funds tracked by Wall St. Rank hold DLX as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining Deluxe position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 200 Deluxe shares in Q2 2022, an estimated $200.
  • Landmark Wealth Management (New York) first reported a position in Deluxe in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s Deluxe position peaked at $200 in Q1 2022.
  • 179 funds tracked by Wall St. Rank held Deluxe as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.