Taylor Hoffman Wealth Management’s Deluxe DLX Stock Holding History

Taylor Hoffman 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
2020 Q3	–	Sell	-269	Closed	-$6K	–	182
2020 Q2	$6K	Buy	+269	New	+$6.74K	﹤0.01%	317
2020 Q1	–	Sell	-537	Closed	-$27K	–	184
2019 Q4	$27K	Hold	537	–	–	0.02%	257
2019 Q3	$26K	Hold	537	–	–	0.02%	252
2019 Q2	$22K	Hold	537	–	–	0.02%	240
2019 Q1	$23K	Hold	537	–	–	0.02%	243
2018 Q4	$21K	Hold	537	–	–	0.02%	236
2018 Q3	$31K	Hold	537	–	–	0.02%	216
2018 Q2	$36K	Hold	537	–	–	0.03%	196
2018 Q1	$40K	Buy	537 +268	+100%	+$19.8K	0.04%	198
2017 Q4	$21K	Buy	+269	New	+$19.4K	0.02%	240

Other funds holding DLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's DLX Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Deluxe (DLX) in Q3 2020, closing a stake of 269 shares — an estimated $6K sold.

Taylor Hoffman Wealth Management first reported a position in DLX in Q4 2017 and held it in 10 quarters. The position peaked at $40K in Q1 2018. 189 funds tracked by Wall St. Rank hold DLX as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Deluxe position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 269 Deluxe shares in Q3 2020, an estimated $6K.
Taylor Hoffman Wealth Management first reported a position in Deluxe in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Deluxe position peaked at $40K in Q1 2018.
189 funds tracked by Wall St. Rank held Deluxe as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.