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Wipfli Financial Advisors’s Deluxe DLX Stock Holding History

Wipfli Financial 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
2022
Q3 		$1K Buy
+82
New +$1.72K ﹤0.01% 2399

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wipfli Financial Advisors's DLX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Deluxe (DLX) in Q3 2022: 82 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2399 among its holdings.

169 funds tracked by Wall St. Rank hold DLX as of Q3 2022.

  • Wipfli Financial Advisors held 82 shares of Deluxe worth $1K as of Q3 2022.
  • Deluxe was a new Wipfli Financial Advisors position in Q3 2022.
  • Deluxe made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2399 holding.
  • 169 funds tracked by Wall St. Rank held Deluxe as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.