Carson Wealth (CWM LLC)
DZSI

Carson Wealth (CWM LLC)’s DZS Inc. Common Stock DZSI Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-426
Closed – – 5306
2024
Q2 		$0 Buy
+426
New +$579 ﹤0.01% 5095
2023
Q4 		– Sell
-293
Closed -$1K – 4669
2023
Q3 		$1K Buy
293
+172
+142% +$494 ﹤0.01% 4138
2023
Q2 		$0 Buy
+121
New +$710 ﹤0.01% 4606

Other funds holding DZSI

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DZSI Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 426 shares.

Carson Wealth (CWM LLC) first reported a position in DZSI in Q2 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 426 DZS Inc. Common Stock shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in DZS Inc. Common Stock in Q2 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s DZS Inc. Common Stock position peaked at $1K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.