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Baystate Wealth Management’s HF Sinclair DINO Stock Holding History

Baystate 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
2023
Q4 		$36.7K Buy
+661
New +$36K ﹤0.01% 428

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's DINO Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in HF Sinclair (DINO) in Q4 2023: 661 shares worth $36.7K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings.

589 funds tracked by Wall St. Rank hold DINO as of Q4 2023.

  • Baystate Wealth Management held 661 shares of HF Sinclair worth $36.7K as of Q4 2023.
  • HF Sinclair was a new Baystate Wealth Management position in Q4 2023.
  • HF Sinclair made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #428 holding.
  • 589 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.