Avior Wealth Management’s HF Sinclair DINO Stock Holding History

Avior 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
2025 Q1	–	Sell	-1,929	Closed	-$67.6K	–	1146
2024 Q4	$67.6K	Buy	1,929 +262	+16%	+$10.7K	﹤0.01%	1038
2024 Q3	$74.3K	Buy	1,667 +4	+0.2%	+$191	﹤0.01%	979
2024 Q2	$88.7K	Buy	1,663 +234	+16%	+$13.2K	﹤0.01%	901
2024 Q1	$86.3K	Buy	1,429 +1,217	+574%	+$69.2K	﹤0.01%	1024
2023 Q4	$11.8K	Buy	212 +2	+1%	+$109	﹤0.01%	966
2023 Q3	$12K	Buy	210 +2	+1%	+$109	﹤0.01%	1015
2023 Q2	$9.31K	Buy	208 +2	+1%	+$87	﹤0.01%	1040
2023 Q1	$9.99K	Buy	206 +2	+1%	+$104	﹤0.01%	1055
2022 Q4	$10.6K	Buy	204 +1	+0.5%	+$58	﹤0.01%	841
2022 Q3	$10K	Buy	203 +2	+1%	+$99	﹤0.01%	848
2022 Q2	$9K	Buy	201 +1	+0.5%	+$45	﹤0.01%	785
2022 Q1	$7K	Buy	+200	New	+$7.03K	﹤0.01%	871

Other funds holding DINO

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's DINO Position: Q1 2025 in Review

Avior Wealth Management sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 1,929 shares — an estimated $67.6K sold.

Avior Wealth Management first reported a position in DINO in Q1 2022 and held it in 12 quarters. The position peaked at $88.7K in Q2 2024. 506 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

Avior Wealth Management reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,929 HF Sinclair shares in Q1 2025, an estimated $67.6K.
Avior Wealth Management first reported a position in HF Sinclair in Q1 2022 and held it in 12 quarters.
Avior Wealth Management's HF Sinclair position peaked at $88.7K in Q2 2024.
506 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.