Arkadios Wealth Advisors’s HF Sinclair DINO Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-41	Closed	-$1K	–	860
2021 Q3	$1K	Hold	41	–	–	﹤0.01%	1795
2021 Q2	$1K	Hold	41	–	–	﹤0.01%	1892
2021 Q1	$1K	Buy	+41	New	+$1.37K	﹤0.01%	1570
2020 Q2	–	Sell	-4	Closed	-$98	–	990
2020 Q1	$98	Buy	+4	New	+$149	﹤0.01%	1146

Other funds holding DINO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Arkadios Wealth Advisors's DINO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of HF Sinclair (DINO) in Q4 2021, closing a stake of 41 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in DINO in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 397 funds tracked by Wall St. Rank hold DINO as of Q4 2021.

Arkadios Wealth Advisors reported no remaining HF Sinclair position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 41 HF Sinclair shares in Q4 2021, an estimated $1K.
Arkadios Wealth Advisors first reported a position in HF Sinclair in Q1 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's HF Sinclair position peaked at $1K in Q3 2021.
397 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.