Valeo Financial Advisors’s Deluxe DLX Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-300	Closed	-$13K	–	838
2021 Q1	$13K	Buy	+300	New	+$11.3K	﹤0.01%	1286

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valeo Financial Advisors's DLX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Deluxe (DLX) in Q2 2021, closing a stake of 300 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in DLX in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 202 funds tracked by Wall St. Rank hold DLX as of Q2 2021.

Valeo Financial Advisors reported no remaining Deluxe position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 300 Deluxe shares in Q2 2021, an estimated $13K.
Valeo Financial Advisors first reported a position in Deluxe in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's Deluxe position peaked at $13K in Q1 2021.
202 funds tracked by Wall St. Rank held Deluxe as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.