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NewEdge Wealth’s Drilling Tools International DTI Stock Holding History

NewEdge 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
Q2 		– Sell
-122,667
Closed -$666K – 780
2024
Q1 		$666K Buy
+122,667
New +$366K 0.01% 491

Other funds holding DTI

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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return

NewEdge Wealth's DTI Position: Q2 2024 in Review

NewEdge Wealth sold out of Drilling Tools International (DTI) in Q2 2024, closing a stake of 122,667 shares — an estimated $666K sold.

NewEdge Wealth first reported a position in DTI in Q1 2024 and held it in 1 quarter. The position peaked at $666K in Q1 2024. 36 funds tracked by Wall St. Rank hold DTI as of Q2 2024.

  • NewEdge Wealth reported no remaining Drilling Tools International position as of Q2 2024 after selling out during the quarter.
  • NewEdge Wealth sold 122,667 Drilling Tools International shares in Q2 2024, an estimated $666K.
  • NewEdge Wealth first reported a position in Drilling Tools International in Q1 2024 and held it in 1 quarter.
  • NewEdge Wealth's Drilling Tools International position peaked at $666K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Drilling Tools International as of Q2 2024.

Based on NewEdge Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.