BBPWM
DZSI

Blue Bell Private Wealth Management’s DZS Inc. Common Stock DZSI Stock Holding History

Blue Bell Private 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
2022
Q1 		– Sell
-100
Closed -$2K – 971
2021
Q4 		$2K Buy
+100
New +$1.33K ﹤0.01% 740

Other funds holding DZSI

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
FWC
First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blue Bell Private Wealth Management's DZSI Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of DZS Inc. Common Stock (DZSI) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in DZSI in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 70 funds tracked by Wall St. Rank hold DZSI as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining DZS Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 100 DZS Inc. Common Stock shares in Q1 2022, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in DZS Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's DZS Inc. Common Stock position peaked at $2K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.