Fidelity Investments
DZSI

Fidelity Investments’s DZS Inc. Common Stock DZSI Stock Holding History

Fidelity Investments’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
-6,996
Closed -$8.19K – 5832
2024
Q2 		$8.19K Buy
6,996
+4,552
+186% +$6.19K ﹤0.01% 4400
2024
Q1 		$3.23K Sell
2,444
-735
-23% -$1.11K ﹤0.01% 4608
2023
Q4 		$6.26K Sell
3,179
-1,257
-28% -$1.97K ﹤0.01% 4382
2023
Q3 		$9.32K Buy
4,436
+4,080
+1,146% +$11.7K ﹤0.01% 4132
2023
Q2 		$1.41K Sell
356
-388
-52% -$2.28K ﹤0.01% 4661
2023
Q1 		$5.87K Buy
744
+30
+4% +$334 ﹤0.01% 4337
2022
Q4 		$9.05K Buy
714
+231
+48% +$2.94K ﹤0.01% 4047
2022
Q3 		$5K Sell
483
-124
-20% -$1.76K ﹤0.01% 4360
2022
Q2 		$10K Buy
607
+162
+36% +$2.39K ﹤0.01% 4125
2022
Q1 		$6K Buy
445
+355
+394% +$5.14K ﹤0.01% 4414
2021
Q4 		$1K Sell
90
-52
-37% -$689 ﹤0.01% 4255
2021
Q3 		$2K Buy
142
+40
+39% +$629 ﹤0.01% 4079
2021
Q2 		$2K Hold
102
– – ﹤0.01% 3982
2021
Q1 		$2K Hold
102
– – ﹤0.01% 3784
2020
Q4 		$2K Buy
+102
New +$1.28K ﹤0.01% 3644

Other funds holding DZSI

OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Fidelity Investments's DZSI Position: Q3 2024 in Review

Fidelity Investments sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 6,996 shares — an estimated $8.19K sold.

Fidelity Investments first reported a position in DZSI in Q4 2020 and held it in 15 quarters. The position peaked at $10K in Q2 2022. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

  • Fidelity Investments reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Fidelity Investments sold 6,996 DZS Inc. Common Stock shares in Q3 2024, an estimated $8.19K.
  • Fidelity Investments first reported a position in DZS Inc. Common Stock in Q4 2020 and held it in 15 quarters.
  • Fidelity Investments's DZS Inc. Common Stock position peaked at $10K in Q2 2022.
  • 4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on Fidelity Investments's 13F filing for Q3 2024, filed 13 Nov 2024.