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TCI Wealth Advisors’s Deluxe DLX Stock Holding History

TCI 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
Q2 		– Sell
-322
Closed -$5.15K – 750
2023
Q1 		$5.15K Sell
322
-175
-35% -$3.19K ﹤0.01% 1506
2022
Q4 		$8.44K Buy
+497
New +$8.84K ﹤0.01% 1186
2022
Q3 		– Sell
-484
Closed -$10K – 2315
2022
Q2 		$10K Buy
484
+360
+290% +$9.16K ﹤0.01% 997
2022
Q1 		$4K Hold
124
– – ﹤0.01% 1687
2021
Q4 		$4K Buy
124
+33
+36% +$1.16K ﹤0.01% 1792
2021
Q3 		$3K Buy
91
+36
+65% +$1.46K ﹤0.01% 1920
2021
Q2 		$3K Buy
55
+9
+20% +$405 ﹤0.01% 1732
2021
Q1 		$2K Buy
+46
New +$1.73K ﹤0.01% 1718
2020
Q4 		– Sell
-63
Closed -$2K – 1568
2020
Q3 		$2K Buy
+63
New +$1.63K ﹤0.01% 1095

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's DLX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Deluxe (DLX) in Q2 2023, closing a stake of 322 shares — an estimated $5.15K sold.

TCI Wealth Advisors first reported a position in DLX in Q3 2020 and held it in 9 quarters. The position peaked at $10K in Q2 2022. 166 funds tracked by Wall St. Rank hold DLX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Deluxe position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 322 Deluxe shares in Q2 2023, an estimated $5.15K.
  • TCI Wealth Advisors first reported a position in Deluxe in Q3 2020 and held it in 9 quarters.
  • TCI Wealth Advisors's Deluxe position peaked at $10K in Q2 2022.
  • 166 funds tracked by Wall St. Rank held Deluxe as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.