ORG Partners’s DZS Inc. Common Stock DZSI Stock Holding History

ORG Partners’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	-1,000	Closed	-$1.16K	–	1418
2024 Q2	$1.16K	Buy	+1,000	New	+$1.36K	﹤0.01%	1556
2024 Q1	–	Sell	-2,000	Closed	-$3.94K	–	1176
2023 Q4	$3.94K	Buy	2,000 +1,000	+100%	+$1.57K	﹤0.01%	880
2023 Q3	$2.1K	Hold	1,000	–	–	﹤0.01%	1071
2023 Q2	$4K	Buy	+1,000	New	+$5.87K	﹤0.01%	1110

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 London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

ORG Partners's DZSI Position: Q3 2024 in Review

ORG Partners sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 1,000 shares — an estimated $1.16K sold.

ORG Partners first reported a position in DZSI in Q2 2023 and held it in 4 quarters. The position peaked at $4K in Q2 2023. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

ORG Partners reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 1,000 DZS Inc. Common Stock shares in Q3 2024, an estimated $1.16K.
ORG Partners first reported a position in DZS Inc. Common Stock in Q2 2023 and held it in 4 quarters.
ORG Partners's DZS Inc. Common Stock position peaked at $4K in Q2 2023.
4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.