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WealthTrak Capital Management’s Deluxe DLX Stock Holding History

WealthTrak 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
2025
Q1 		– Sell
-5
Closed -$113 – 1015
2024
Q4 		$113 Buy
+5
New +$107 ﹤0.01% 897

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DRZID
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LSV Asset Management
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American Century Companies
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrak Capital Management's DLX Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Deluxe (DLX) in Q1 2025, closing a stake of 5 shares — an estimated $113 sold.

WealthTrak Capital Management first reported a position in DLX in Q4 2024 and held it in 1 quarter. The position peaked at $113 in Q4 2024. 209 funds tracked by Wall St. Rank hold DLX as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Deluxe position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Deluxe shares in Q1 2025, an estimated $113.
  • WealthTrak Capital Management first reported a position in Deluxe in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Deluxe position peaked at $113 in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Deluxe as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.