PFGIA
DZSI

Patriot Financial Group Insurance Agency’s DZS Inc. Common Stock DZSI Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q3 		– Sell
-5
Closed -$1K – 1532
2019
Q2 		$1K Buy
+5
New +$59 ﹤0.01% 1409

Other funds holding DZSI

NMC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FWC
First Washington Corp Seattle, Washington $353M AUM 41.46% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DZSI Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of DZS Inc. Common Stock (DZSI) in Q3 2019, closing a stake of 5 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in DZSI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 63 funds tracked by Wall St. Rank hold DZSI as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining DZS Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5 DZS Inc. Common Stock shares in Q3 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in DZS Inc. Common Stock in Q2 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's DZS Inc. Common Stock position peaked at $1K in Q2 2019.
  • 63 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.