Global Retirement Partners’s Deluxe DLX Stock Holding History

Global Retirement Partners’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
2022 Q3	–	Sell	-29	Closed	-$1K	–	2751
2022 Q2	$1K	Buy	+29	New	+$738	﹤0.01%	2403

Other funds holding DLX

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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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's DLX Position: Q3 2022 in Review

Global Retirement Partners sold out of Deluxe (DLX) in Q3 2022, closing a stake of 29 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in DLX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 169 funds tracked by Wall St. Rank hold DLX as of Q3 2022.

Global Retirement Partners reported no remaining Deluxe position as of Q3 2022 after selling out during the quarter.
Global Retirement Partners sold 29 Deluxe shares in Q3 2022, an estimated $1K.
Global Retirement Partners first reported a position in Deluxe in Q2 2022 and held it in 1 quarter.
Global Retirement Partners's Deluxe position peaked at $1K in Q2 2022.
169 funds tracked by Wall St. Rank held Deluxe as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.