Bellwether Advisors’s HF Sinclair DINO Stock Holding History

Bellwether 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	–	Sell	-750	Closed	-$36.3K	–	182
2023 Q1	$36.3K	Sell	750 -146	-16%	-$7.59K	0.01%	206
2022 Q4	$46.5K	Buy	896 +146	+19%	+$8.4K	0.01%	195
2022 Q3	$40K	Hold	750	–	–	0.01%	176
2022 Q2	$33K	Hold	750	–	–	0.01%	187
2022 Q1	$29K	Hold	750	–	–	0.01%	224
2021 Q4	$24K	Hold	750	–	–	0.01%	254
2021 Q3	$24K	Hold	750	–	–	0.01%	233
2021 Q2	$24K	Hold	750	–	–	0.01%	210
2021 Q1	$26K	Hold	750	–	–	0.01%	190
2020 Q4	$19K	Buy	+750	New	+$17K	0.01%	199

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

Bellwether Advisors's DINO Position: Q2 2023 in Review

Bellwether Advisors sold out of HF Sinclair (DINO) in Q2 2023, closing a stake of 750 shares — an estimated $36.3K sold.

Bellwether Advisors first reported a position in DINO in Q4 2020 and held it in 10 quarters. The position peaked at $46.5K in Q4 2022. 487 funds tracked by Wall St. Rank hold DINO as of Q2 2023.

Bellwether Advisors reported no remaining HF Sinclair position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 750 HF Sinclair shares in Q2 2023, an estimated $36.3K.
Bellwether Advisors first reported a position in HF Sinclair in Q4 2020 and held it in 10 quarters.
Bellwether Advisors's HF Sinclair position peaked at $46.5K in Q4 2022.
487 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.