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Wealthcare Capital Management’s Deluxe DLX Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-25
Closed -$1K – 229
2021
Q1 		$1K Buy
+25
New +$942 ﹤0.01% 667
2020
Q2 		– Sell
-12
Closed – – 99
2020
Q1 		$0 Buy
+12
New +$463 ﹤0.01% 355

Other funds holding DLX

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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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Capital Management's DLX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Deluxe (DLX) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in DLX in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 202 funds tracked by Wall St. Rank hold DLX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Deluxe position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 25 Deluxe shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Deluxe in Q1 2020 and held it in 2 quarters.
  • Wealthcare Capital Management's Deluxe position peaked at $1K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Deluxe as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.