PA
DZSI

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 – 3535
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

OCM
One Capital Management Westlake Village, California $3.61B 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 $280B AUM 33.63% 1-Year Est. Return