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Abich Financial Wealth Management’s HF Sinclair DINO Stock Holding History

Abich Financial Wealth Management’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$66.9K Buy
1,501
+124
+9% +$5.92K 0.15% 73
2024
Q2 		$73.4K Buy
1,377
+1,368
+15,200% +$76.9K 0.05% 125
2024
Q1 		$543 Sell
9
-42
-82% -$2.39K ﹤0.01% 427
2023
Q4 		$2.83K Buy
+51
New +$2.78K ﹤0.01% 293

Other funds holding DINO

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
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abich Financial Wealth Management's DINO Position: Q3 2024 in Review

Abich Financial Wealth Management increased its HF Sinclair (DINO) stake by 9% in Q3 2024, buying an estimated $5.92K and bringing the position to 1,501 shares worth $66.9K. The position accounts for 0.15% of the portfolio, ranked #73.

Abich Financial Wealth Management first reported a position in DINO in Q4 2023 and has held it in 4 quarters since. The position peaked at $73.4K in Q2 2024. 534 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

  • Abich Financial Wealth Management held 1,501 shares of HF Sinclair worth $66.9K as of Q3 2024.
  • Abich Financial Wealth Management bought 124 HF Sinclair shares in Q3 2024, an estimated $5.92K.
  • HF Sinclair made up 0.15% of Abich Financial Wealth Management's portfolio in Q3 2024, its #73 holding.
  • Abich Financial Wealth Management first reported a position in HF Sinclair in Q4 2023 and has held it in 4 quarters since.
  • Abich Financial Wealth Management's HF Sinclair position peaked at $73.4K in Q2 2024.
  • 534 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

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