OPS
DLX icon

Orion Portfolio Solutions’s Deluxe DLX Stock Holding History

Orion Portfolio Solutions’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
-10
Closed – – 830
2020
Q2 		$0 Sell
10
-128
-93% -$3.21K ﹤0.01% 2230
2020
Q1 		$4K Buy
138
+93
+207% +$3.59K ﹤0.01% 1350
2019
Q4 		$2K Buy
+45
New +$2.24K ﹤0.01% 1496

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

Orion Portfolio Solutions's DLX Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Deluxe (DLX) in Q3 2020, closing a stake of 10 shares.

Orion Portfolio Solutions first reported a position in DLX in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 189 funds tracked by Wall St. Rank hold DLX as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Deluxe position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 10 Deluxe shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Deluxe in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Deluxe position peaked at $4K in Q1 2020.
  • 189 funds tracked by Wall St. Rank held Deluxe as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.