Atria Investments’s Deluxe DLX Stock Holding History

Atria Investments’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 Q3	–	Sell	-6,196	Closed	-$271K	–	892
2019 Q2	$271K	Buy	6,196 +229	+4%	+$9.67K	0.01%	780
2019 Q1	$261K	Buy	+5,967	New	+$268K	0.01%	753

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

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

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's DLX Position: Q3 2019 in Review

Atria Investments sold out of Deluxe (DLX) in Q3 2019, closing a stake of 6,196 shares — an estimated $271K sold.

Atria Investments first reported a position in DLX in Q1 2019 and held it in 2 quarters. The position peaked at $271K in Q2 2019. 263 funds tracked by Wall St. Rank hold DLX as of Q3 2019.

Atria Investments reported no remaining Deluxe position as of Q3 2019 after selling out during the quarter.
Atria Investments sold 6,196 Deluxe shares in Q3 2019, an estimated $271K.
Atria Investments first reported a position in Deluxe in Q1 2019 and held it in 2 quarters.
Atria Investments's Deluxe position peaked at $271K in Q2 2019.
263 funds tracked by Wall St. Rank held Deluxe as of Q3 2019.

Based on Atria Investments's 13F filing for Q3 2019, filed 14 Nov 2019.