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Private Wealth Management Group’s Drilling Tools International DTI Stock Holding History

Private Wealth Management Group’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
2025
Q3 		– Sell
-509
Closed -$1.45K – 1497
2025
Q2 		$1.45K Buy
+509
New +$1.27K ﹤0.01% 1177

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
SW
Solidarity Wealth Lehi, Utah $521M AUM 16.4% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Private Wealth Management Group's DTI Position: Q3 2025 in Review

Private Wealth Management Group sold out of Drilling Tools International (DTI) in Q3 2025, closing a stake of 509 shares — an estimated $1.45K sold.

Private Wealth Management Group first reported a position in DTI in Q2 2025 and held it in 1 quarter. The position peaked at $1.45K in Q2 2025. 39 funds tracked by Wall St. Rank hold DTI as of Q3 2025.

  • Private Wealth Management Group reported no remaining Drilling Tools International position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 509 Drilling Tools International shares in Q3 2025, an estimated $1.45K.
  • Private Wealth Management Group first reported a position in Drilling Tools International in Q2 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Drilling Tools International position peaked at $1.45K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Drilling Tools International as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.