WIA
DLX icon

Wetzel Investment Advisors’s Deluxe DLX Stock Holding History

Wetzel Investment 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
2024
Q1 		– Sell
-135
Closed -$3K – 1071
2023
Q4 		$3K Buy
+135
New +$2.51K ﹤0.01% 773

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wetzel Investment Advisors's DLX Position: Q1 2024 in Review

Wetzel Investment Advisors sold out of Deluxe (DLX) in Q1 2024, closing a stake of 135 shares — an estimated $3K sold.

Wetzel Investment Advisors first reported a position in DLX in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 188 funds tracked by Wall St. Rank hold DLX as of Q1 2024.

  • Wetzel Investment Advisors reported no remaining Deluxe position as of Q1 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 135 Deluxe shares in Q1 2024, an estimated $3K.
  • Wetzel Investment Advisors first reported a position in Deluxe in Q4 2023 and held it in 1 quarter.
  • Wetzel Investment Advisors's Deluxe position peaked at $3K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Deluxe as of Q1 2024.

Based on Wetzel Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.