Synergy Asset Management’s DZS Inc. Common Stock DZSI Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-100	Closed	-$63	–	912
2024 Q4	$63	Buy	+100	New	+$63	﹤0.01%	850

Other funds holding DZSI

OWP

ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Synergy Asset Management's DZSI Position: Q1 2025 in Review

Synergy Asset Management sold out of DZS Inc. Common Stock (DZSI) in Q1 2025, closing a stake of 100 shares — an estimated $63 sold.

Synergy Asset Management first reported a position in DZSI in Q4 2024 and held it in 1 quarter. The position peaked at $63 in Q4 2024. 1 fund tracked by Wall St. Rank holds DZSI as of Q1 2025.

Synergy Asset Management reported no remaining DZS Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 100 DZS Inc. Common Stock shares in Q1 2025, an estimated $63.
Synergy Asset Management first reported a position in DZS Inc. Common Stock in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's DZS Inc. Common Stock position peaked at $63 in Q4 2024.
1 fund tracked by Wall St. Rank held DZS Inc. Common Stock as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.