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Spire Wealth Management’s Deluxe DLX Stock Holding History

Spire 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
2022
Q4 		– Sell
-369
Closed -$6K – 2329
2022
Q3 		$6K Buy
369
+6
+2% +$126 ﹤0.01% 1688
2022
Q2 		$8K Buy
363
+5
+1% +$127 ﹤0.01% 1982
2022
Q1 		$11K Buy
358
+4
+1% +$126 ﹤0.01% 1990
2021
Q4 		$11K Sell
354
-349
-50% -$12.3K ﹤0.01% 2342
2021
Q3 		$25K Buy
703
+5
+0.7% +$203 ﹤0.01% 1760
2021
Q2 		$33K Buy
698
+4
+0.6% +$180 ﹤0.01% 1652
2021
Q1 		$29K Buy
+694
New +$26.2K ﹤0.01% 1973

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Spire Wealth Management's DLX Position: Q4 2022 in Review

Spire Wealth Management sold out of Deluxe (DLX) in Q4 2022, closing a stake of 369 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in DLX in Q1 2021 and held it in 7 quarters. The position peaked at $33K in Q2 2021. 172 funds tracked by Wall St. Rank hold DLX as of Q4 2022.

  • Spire Wealth Management reported no remaining Deluxe position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 369 Deluxe shares in Q4 2022, an estimated $6K.
  • Spire Wealth Management first reported a position in Deluxe in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Deluxe position peaked at $33K in Q2 2021.
  • 172 funds tracked by Wall St. Rank held Deluxe as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.