DWM
DTI icon

Diversify Wealth Management’s Drilling Tools International DTI Stock Holding History

Diversify Wealth Management’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
Q3 		– Sell
-260,573
Closed -$1.19M – 474
2024
Q2 		$1.19M Buy
+260,573
New +$1.4M 0.15% 146

Other funds holding DTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Diversify Wealth Management's DTI Position: Q3 2024 in Review

Diversify Wealth Management sold out of Drilling Tools International (DTI) in Q3 2024, closing a stake of 260,573 shares — an estimated $1.19M sold.

Diversify Wealth Management first reported a position in DTI in Q2 2024 and held it in 1 quarter. The position peaked at $1.19M in Q2 2024. 41 funds tracked by Wall St. Rank hold DTI as of Q3 2024.

  • Diversify Wealth Management reported no remaining Drilling Tools International position as of Q3 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 260,573 Drilling Tools International shares in Q3 2024, an estimated $1.19M.
  • Diversify Wealth Management first reported a position in Drilling Tools International in Q2 2024 and held it in 1 quarter.
  • Diversify Wealth Management's Drilling Tools International position peaked at $1.19M in Q2 2024.
  • 41 funds tracked by Wall St. Rank held Drilling Tools International as of Q3 2024.

Based on Diversify Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.