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Raffa Wealth Management’s Deluxe DLX Stock Holding History

Raffa 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
2015
Q1 		– Sell
-2,800
Closed -$174K – 817
2014
Q4 		$174K Hold
2,800
– – 0.11% 48
2014
Q3 		$154K Buy
2,800
+102
+4% +$5.88K 0.12% 52
2014
Q2 		$158K Hold
2,698
– – 0.12% 53
2014
Q1 		$142K Sell
2,698
-102
-4% -$5.13K 0.12% 55
2013
Q4 		$174K Buy
+2,800
New +$134K 0.11% 48

Other funds holding DLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raffa Wealth Management's DLX Position: Q1 2015 in Review

Raffa Wealth Management sold out of Deluxe (DLX) in Q1 2015, closing a stake of 2,800 shares — an estimated $174K sold.

Raffa Wealth Management first reported a position in DLX in Q4 2013 and held it in 5 quarters. The position peaked at $174K in Q4 2014. 310 funds tracked by Wall St. Rank hold DLX as of Q1 2015.

  • Raffa Wealth Management reported no remaining Deluxe position as of Q1 2015 after selling out during the quarter.
  • Raffa Wealth Management sold 2,800 Deluxe shares in Q1 2015, an estimated $174K.
  • Raffa Wealth Management first reported a position in Deluxe in Q4 2013 and held it in 5 quarters.
  • Raffa Wealth Management's Deluxe position peaked at $174K in Q4 2014.
  • 310 funds tracked by Wall St. Rank held Deluxe as of Q1 2015.

Based on Raffa Wealth Management's 13F filing for Q1 2015, filed 27 Jul 2026.