Fortem Financial Group’s Deluxe DLX Stock Holding History

Fortem Financial Group’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 Q1	–	Sell	-1,181	Closed	-$34K	–	231
2020 Q4	$34K	Buy	+1,181	New	+$30.5K	0.02%	271

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

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

DGI

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

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Fortem Financial Group's DLX Position: Q1 2021 in Review

Fortem Financial Group sold out of Deluxe (DLX) in Q1 2021, closing a stake of 1,181 shares — an estimated $34K sold.

Fortem Financial Group first reported a position in DLX in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 204 funds tracked by Wall St. Rank hold DLX as of Q1 2021.

Fortem Financial Group reported no remaining Deluxe position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 1,181 Deluxe shares in Q1 2021, an estimated $34K.
Fortem Financial Group first reported a position in Deluxe in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Deluxe position peaked at $34K in Q4 2020.
204 funds tracked by Wall St. Rank held Deluxe as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.