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FirstPurpose Wealth’s Drilling Tools International DTI Stock Holding History

FirstPurpose Wealth’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
Q1 		$1.17M Hold
260,573
– – 0.43% 37
2023
Q4 		$834K Buy
260,573
+140,000
+116% +$501K 0.32% 56
2023
Q3 		$470K Hold
120,573
– – 0.2% 87
2023
Q2 		$524K Buy
+120,573
New +$1.04M 0.22% 76

Other funds holding DTI

SW
Solidarity Wealth Lehi, Utah $574M AUM 22.42% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
SRCM
Sage Rock Capital Management New York $22.3M AUM 4.09% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
FLC
Fifth Lane Capital Austin, Texas $82.3M AUM 26.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FirstPurpose Wealth's DTI Position: Q1 2024 in Review

FirstPurpose Wealth held its Drilling Tools International (DTI) position steady in Q1 2024 at 260,573 shares worth $1.17M. The position accounts for 0.43% of the portfolio, ranked #37.

FirstPurpose Wealth first reported a position in DTI in Q2 2023 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold DTI as of Q1 2024.

  • FirstPurpose Wealth held 260,573 shares of Drilling Tools International worth $1.17M as of Q1 2024.
  • FirstPurpose Wealth left its Drilling Tools International share count unchanged in Q1 2024.
  • Drilling Tools International made up 0.43% of FirstPurpose Wealth's portfolio in Q1 2024, its #37 holding.
  • FirstPurpose Wealth first reported a position in Drilling Tools International in Q2 2023 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Drilling Tools International as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.