Capital Advisory Group Advisory Services’s HF Sinclair DINO Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q3	–	Sell	-100	Closed	-$3K	–	550
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	486
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	458
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	467
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	441
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	399
2020 Q1	$2K	Buy	+100	New	+$3.73K	﹤0.01%	371
2019 Q4	–	Sell	-100	Closed	-$5K	–	255
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	340
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	335
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	324
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	301
2018 Q3	$7K	Hold	100	–	–	﹤0.01%	266
2018 Q2	$7K	Hold	100	–	–	0.01%	257
2018 Q1	$5K	Buy	+100	New	+$4.76K	﹤0.01%	269

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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return