CIA
DTI icon

Concurrent Investment Advisors’s Drilling Tools International DTI Stock Holding History

Concurrent Investment Advisors’s Portfolio DTI Stock Details DTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-85,000
Closed -$317K – 1154
2024
Q3 		$317K Hold
85,000
– – 0.01% 761
2024
Q2 		$478K Hold
85,000
– – 0.02% 600
2024
Q1 		$255K Buy
85,000
+20,000
+31% +$59.6K 0.01% 720
2023
Q4 		$208K Buy
+65,000
New +$233K 0.01% 757

Other funds holding DTI

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $521M AUM 16.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's DTI Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Drilling Tools International (DTI) in Q4 2024, closing a stake of 85,000 shares — an estimated $317K sold.

Concurrent Investment Advisors first reported a position in DTI in Q4 2023 and held it in 4 quarters. The position peaked at $478K in Q2 2024. 51 funds tracked by Wall St. Rank hold DTI as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Drilling Tools International position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 85,000 Drilling Tools International shares in Q4 2024, an estimated $317K.
  • Concurrent Investment Advisors first reported a position in Drilling Tools International in Q4 2023 and held it in 4 quarters.
  • Concurrent Investment Advisors's Drilling Tools International position peaked at $478K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Drilling Tools International as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.