Avior Wealth Management
DZSI icon

Avior Wealth Management’s DZS Inc. Common Stock DZSI Stock Holding History

Avior Wealth Management’s Portfolio DZSI Stock Details DZSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$5 – 3915
2024
Q1 		$5 Buy
+4
New +$6 ﹤0.01% 3808

Other funds holding DZSI

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BlackRock
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Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Avior Wealth Management's DZSI Position: Q2 2024 in Review

Avior Wealth Management sold out of DZS Inc. Common Stock (DZSI) in Q2 2024, closing a stake of 4 shares — an estimated $5 sold.

Avior Wealth Management first reported a position in DZSI in Q1 2024 and held it in 1 quarter. The position peaked at $5 in Q1 2024. 56 funds tracked by Wall St. Rank hold DZSI as of Q2 2024.

  • Avior Wealth Management reported no remaining DZS Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 DZS Inc. Common Stock shares in Q2 2024, an estimated $5.
  • Avior Wealth Management first reported a position in DZS Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's DZS Inc. Common Stock position peaked at $5 in Q1 2024.
  • 56 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.