Parallel Advisors’s DZS Inc. Common Stock DZSI Stock Holding History

Parallel Advisors’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	-2,210	Closed	-$2.59K	–	3522
2024 Q2	$2.59K	Hold	2,210	–	–	﹤0.01%	2729
2024 Q1	$2.92K	Hold	2,210	–	–	﹤0.01%	2700
2023 Q4	$4.35K	Hold	2,210	–	–	﹤0.01%	2563
2023 Q3	$4.64K	Hold	2,210	–	–	﹤0.01%	2525
2023 Q2	$8.77K	Hold	2,210	–	–	﹤0.01%	2227
2023 Q1	$17.4K	Hold	2,210	–	–	﹤0.01%	1900
2022 Q4	$28K	Sell	2,210 -11	-0.5%	-$140	﹤0.01%	1560
2022 Q3	$25K	Sell	2,221 -1,539	-41%	-$21.8K	﹤0.01%	1601
2022 Q2	$61K	Buy	+3,760	New	+$55.4K	﹤0.01%	1168

Other funds holding DZSI

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

Parallel Advisors's DZSI Position: Q3 2024 in Review

Parallel Advisors sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 2,210 shares — an estimated $2.59K sold.

Parallel Advisors first reported a position in DZSI in Q2 2022 and held it in 9 quarters. The position peaked at $61K in Q2 2022. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

Parallel Advisors reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Parallel Advisors sold 2,210 DZS Inc. Common Stock shares in Q3 2024, an estimated $2.59K.
Parallel Advisors first reported a position in DZS Inc. Common Stock in Q2 2022 and held it in 9 quarters.
Parallel Advisors's DZS Inc. Common Stock position peaked at $61K in Q2 2022.
4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on Parallel Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.