Simplex Trading
DZSI

Simplex Trading’s DZS Inc. Common Stock DZSI Stock Holding History

Simplex Trading’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
2023
Q3 		– Sell
-500
Closed -$1K – 10392
2023
Q2 		$1K Buy
+500
New +$2.93K ﹤0.01% 8817
2022
Q2 		– Sell
-100
Closed -$1K – 11756
2022
Q1 		$1K Sell
100
-1,700
-94% -$24.6K ﹤0.01% 10248
2021
Q4 		$29K Buy
1,800
+200
+13% +$2.65K ﹤0.01% 7970
2021
Q3 		$33K Hold
1,600
– – ﹤0.01% 8021
2021
Q2 		$33K Buy
1,600
+1,597
+53,233% +$27.7K ﹤0.01% 8161
2021
Q1 		$4K Buy
+3
New +$50 ﹤0.01% 8329

Other funds holding DZSI

OCM
One Capital Management Westlake Village, California $3.65B 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 $416B AUM 33.63% 1-Year Est. Return

Simplex Trading's DZSI Position: Q3 2024 in Review

Simplex Trading sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 640 shares — an estimated $770 sold.

Simplex Trading first reported a position in DZSI in Q4 2014 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

  • Simplex Trading reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Simplex Trading sold 640 DZS Inc. Common Stock shares in Q3 2024, an estimated $770.
  • Simplex Trading first reported a position in DZS Inc. Common Stock in Q4 2014 and held it in 9 quarters.
  • Simplex Trading's DZS Inc. Common Stock position peaked at $14K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.