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Sutton Wealth Advisors’s Deluxe DLX Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-1,166
Closed -$19.8K – 1012
2022
Q4 		$19.8K Buy
1,166
+1,144
+5,200% +$20.4K 0.01% 696
2022
Q3 		$366 Buy
22
+6
+38% +$126 ﹤0.01% 1507
2022
Q2 		$347 Sell
16
-547
-97% -$13.9K ﹤0.01% 1524
2022
Q1 		$17K Hold
563
– – 0.01% 763
2021
Q4 		$18.1K Buy
563
+12
+2% +$423 0.01% 743
2021
Q3 		$19.8K Hold
551
– – 0.01% 698
2021
Q2 		$26.3K Hold
551
– – 0.01% 622
2021
Q1 		$23.1K Hold
551
– – 0.01% 629
2020
Q4 		$16.1K Buy
551
+180
+49% +$4.64K 0.01% 671
2020
Q3 		$9.55K Buy
+371
New +$9.58K ﹤0.01% 753

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Sutton Wealth Advisors's DLX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Deluxe (DLX) in Q1 2023, closing a stake of 1,166 shares — an estimated $19.8K sold.

Sutton Wealth Advisors first reported a position in DLX in Q3 2020 and held it in 10 quarters. The position peaked at $26.3K in Q2 2021. 172 funds tracked by Wall St. Rank hold DLX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Deluxe position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,166 Deluxe shares in Q1 2023, an estimated $19.8K.
  • Sutton Wealth Advisors first reported a position in Deluxe in Q3 2020 and held it in 10 quarters.
  • Sutton Wealth Advisors's Deluxe position peaked at $26.3K in Q2 2021.
  • 172 funds tracked by Wall St. Rank held Deluxe as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.