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BSW Wealth Partners’s HF Sinclair DINO Stock Holding History

BSW Wealth Partners’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
2024
Q3 		– Sell
-5,240
Closed -$280K – 311
2024
Q2 		$280K Hold
5,240
– – 0.05% 220
2024
Q1 		$316K Sell
5,240
-60
-1% -$3.41K 0.05% 215
2023
Q4 		$295K Buy
5,300
+60
+1% +$3.27K 0.06% 207
2023
Q3 		$298K Hold
5,240
– – 0.07% 178
2023
Q2 		$234K Sell
5,240
-7
-0.1% -$305 0.05% 227
2023
Q1 		$254K Hold
5,247
– – 0.05% 251
2022
Q4 		$272K Hold
5,247
– – 0.06% 236
2022
Q3 		$282K Buy
5,247
+7
+0.1% +$346 0.07% 198
2022
Q2 		$237K Sell
5,240
-2,400
-31% -$107K 0.06% 225
2022
Q1 		$304K Buy
+7,640
New +$269K 0.08% 202

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BSW Wealth Partners's DINO Position: Q3 2024 in Review

BSW Wealth Partners sold out of HF Sinclair (DINO) in Q3 2024, closing a stake of 5,240 shares — an estimated $280K sold.

BSW Wealth Partners first reported a position in DINO in Q1 2022 and held it in 10 quarters. The position peaked at $316K in Q1 2024. 534 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

  • BSW Wealth Partners reported no remaining HF Sinclair position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 5,240 HF Sinclair shares in Q3 2024, an estimated $280K.
  • BSW Wealth Partners first reported a position in HF Sinclair in Q1 2022 and held it in 10 quarters.
  • BSW Wealth Partners's HF Sinclair position peaked at $316K in Q1 2024.
  • 534 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.