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Sowell Financial Services’s Deluxe DLX Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-30
Closed -$1K – 1075
2021
Q1 		$1K Sell
30
-1
-3% -$38 ﹤0.01% 2922
2020
Q4 		$1K Hold
31
– – ﹤0.01% 2559
2020
Q3 		$1K Hold
31
– – ﹤0.01% 2343
2020
Q2 		$1K Hold
31
– – ﹤0.01% 2270
2020
Q1 		$1K Buy
31
+1
+3% +$39 ﹤0.01% 2216
2019
Q4 		$2K Sell
30
-17
-36% -$847 ﹤0.01% 2173
2019
Q3 		$2K Buy
+47
New +$2.09K ﹤0.01% 2055
2017
Q1 		– Sell
-400
Closed -$30K – 327
2016
Q4 		$30K Buy
+400
New +$26.9K 0.01% 385

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's DLX Position: Q2 2021 in Review

Sowell Financial Services sold out of Deluxe (DLX) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in DLX in Q4 2016 and held it in 8 quarters. The position peaked at $30K in Q4 2016. 202 funds tracked by Wall St. Rank hold DLX as of Q2 2021.

  • Sowell Financial Services reported no remaining Deluxe position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 30 Deluxe shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Deluxe in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Deluxe position peaked at $30K in Q4 2016.
  • 202 funds tracked by Wall St. Rank held Deluxe as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.