Avantax Advisory Services’s HF Sinclair DINO Stock Holding History

Avantax Advisory Services’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
2020 Q4	–	Sell	-18,145	Closed	-$358K	–	1030
2020 Q3	$358K	Buy	+18,145	New	+$452K	0.01%	943

Other funds holding DINO

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Advisory Services's DINO Position: Q4 2020 in Review

Avantax Advisory Services sold out of HF Sinclair (DINO) in Q4 2020, closing a stake of 18,145 shares — an estimated $358K sold.

Avantax Advisory Services first reported a position in DINO in Q3 2020 and held it in 1 quarter. The position peaked at $358K in Q3 2020. 401 funds tracked by Wall St. Rank hold DINO as of Q4 2020.

Avantax Advisory Services reported no remaining HF Sinclair position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 18,145 HF Sinclair shares in Q4 2020, an estimated $358K.
Avantax Advisory Services first reported a position in HF Sinclair in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's HF Sinclair position peaked at $358K in Q3 2020.
401 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.