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Wealthspire Advisors (Maryland)’s Deluxe DLX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-20
Closed -$1K – 856
2019
Q1 		$1K Buy
20
+8
+67% +$359 ﹤0.01% 2319
2018
Q4 		$0 Buy
12
+4
+50% +$191 ﹤0.01% 2458
2018
Q3 		$0 Sell
8
-15
-65% -$905 ﹤0.01% 2408
2018
Q2 		$2K Hold
23
– – ﹤0.01% 2139
2018
Q1 		$2K Sell
23
-5
-18% -$370 ﹤0.01% 2150
2017
Q4 		$2K Buy
28
+5
+22% +$360 ﹤0.01% 2107
2017
Q3 		$2K Buy
23
+11
+92% +$767 ﹤0.01% 1969
2017
Q2 		$1K Hold
12
– – ﹤0.01% 2075
2017
Q1 		$1K Hold
12
– – ﹤0.01% 1788
2016
Q4 		$1K Buy
12
+8
+200% +$537 ﹤0.01% 1637
2016
Q3 		$0 Hold
4
– – ﹤0.01% 1744
2016
Q2 		$0 Hold
4
– – ﹤0.01% 1715
2016
Q1 		$0 Hold
4
– – ﹤0.01% 1760
2015
Q4 		$0 Buy
+4
New +$231 ﹤0.01% 1724

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DLX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Deluxe (DLX) in Q2 2019, closing a stake of 20 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in DLX in Q4 2015 and held it in 14 quarters. The position peaked at $2K in Q2 2018. 259 funds tracked by Wall St. Rank hold DLX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Deluxe position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20 Deluxe shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Deluxe in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Deluxe position peaked at $2K in Q2 2018.
  • 259 funds tracked by Wall St. Rank held Deluxe as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.