ARS Wealth Advisors’s HF Sinclair DINO Stock Holding History

ARS 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
2017 Q1	–	Sell	-8,155	Closed	-$267K	–	114
2016 Q4	$267K	Buy	+8,155	New	+$226K	0.12%	81

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ARS Wealth Advisors's DINO Position: Q1 2017 in Review

ARS Wealth Advisors sold out of HF Sinclair (DINO) in Q1 2017, closing a stake of 8,155 shares — an estimated $267K sold.

ARS Wealth Advisors first reported a position in DINO in Q4 2016 and held it in 1 quarter. The position peaked at $267K in Q4 2016. 382 funds tracked by Wall St. Rank hold DINO as of Q1 2017.

ARS Wealth Advisors reported no remaining HF Sinclair position as of Q1 2017 after selling out during the quarter.
ARS Wealth Advisors sold 8,155 HF Sinclair shares in Q1 2017, an estimated $267K.
ARS Wealth Advisors first reported a position in HF Sinclair in Q4 2016 and held it in 1 quarter.
ARS Wealth Advisors's HF Sinclair position peaked at $267K in Q4 2016.
382 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2017.

Based on ARS Wealth Advisors's 13F filing for Q1 2017, filed 11 Jun 2021.