BDO Wealth Advisors’s HF Sinclair DINO Stock Holding History

BDO 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
2023 Q2	$450K	Buy	10,088 +9,876	+4,658%	+$430K	0.05%	181
2023 Q1	$10.3K	Buy	212 +2	+1%	+$104	﹤0.01%	701
2022 Q4	$10.9K	Sell	210 -12,748	-98%	-$734K	﹤0.01%	667
2022 Q3	$698K	Buy	12,958 +97	+0.8%	+$4.8K	0.09%	149
2022 Q2	$581K	Buy	12,861 +102	+0.8%	+$4.57K	0.07%	160
2022 Q1	$508K	Hold	12,759	–	–	0.05%	179
2021 Q4	$418K	Buy	12,759 +19	+0.1%	+$640	0.04%	200
2021 Q3	$422K	Hold	12,740	–	–	0.05%	196
2021 Q2	$419K	Hold	12,740	–	–	0.05%	208
2021 Q1	$456K	Buy	12,740 +109	+0.9%	+$3.64K	0.05%	187
2020 Q4	$327K	Buy	12,631 +610	+5%	+$13.8K	0.05%	188
2020 Q3	$237K	Buy	12,021 +170	+1%	+$4.24K	0.04%	202
2020 Q2	$346K	Buy	11,851 +125	+1%	+$3.71K	0.06%	153
2020 Q1	$287K	Buy	11,726 +220	+2%	+$8.22K	0.06%	171
2019 Q4	$583K	Buy	11,506 +80	+0.7%	+$4.24K	0.15%	106
2019 Q3	$613K	Sell	11,426 -7,857	-41%	-$381K	0.16%	106
2019 Q2	$892K	Buy	19,283 +10,079	+110%	+$450K	0.24%	81
2019 Q1	$453K	Buy	9,204 +61	+0.7%	+$3.25K	0.13%	115
2018 Q4	$467K	Buy	9,143 +8,054	+740%	+$493K	0.16%	99
2018 Q3	$76K	Buy	1,089 +5	+0.5%	+$353	0.02%	245
2018 Q2	$74K	Buy	1,084 +5	+0.5%	+$333	0.03%	245
2018 Q1	$53K	Buy	+1,079	New	+$51.3K	0.02%	241
2017 Q3	–	Sell	-20,715	Closed	-$569K	–	463
2017 Q2	$569K	Buy	+20,715	New	+$553K	0.25%	70

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

BDO Wealth Advisors's DINO Position: Q2 2023 in Review

BDO Wealth Advisors increased its HF Sinclair (DINO) stake by 4,658% in Q2 2023, buying an estimated $430K and bringing the position to 10,088 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #181.

BDO Wealth Advisors first reported a position in DINO in Q2 2017 and has held it in 23 quarters since. The position peaked at $892K in Q2 2019. 487 funds tracked by Wall St. Rank hold DINO as of Q2 2023.

BDO Wealth Advisors held 10,088 shares of HF Sinclair worth $450K as of Q2 2023.
BDO Wealth Advisors bought 9,876 HF Sinclair shares in Q2 2023, an estimated $430K.
HF Sinclair made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #181 holding.
BDO Wealth Advisors first reported a position in HF Sinclair in Q2 2017 and has held it in 23 quarters since.
BDO Wealth Advisors's HF Sinclair position peaked at $892K in Q2 2019.
487 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.