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

Paloma 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	-16,400	Closed	-$19.2K	–	1838
2024 Q2	$19.2K	Buy	+16,400	New	+$22.3K	﹤0.01%	1185
2015 Q1	–	Sell	-2,258	Closed	-$20K	–	1531
2014 Q4	$20K	Buy	+2,258	New	+$24.3K	﹤0.01%	1119

Other funds holding DZSI

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return