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Cassady Schiller Wealth Management’s HF Sinclair DINO Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.52K Buy
+72
New +$2.94K ﹤0.01% 533
2022
Q1 		– Sell
-5
Closed – – 231
2021
Q4 		$0 Buy
+5
New +$168 ﹤0.01% 572

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's DINO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in HF Sinclair (DINO) in Q4 2024: 72 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in DINO as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in DINO in Q4 2021 and has held it in 2 quarters since. 544 funds tracked by Wall St. Rank hold DINO as of Q4 2024.

  • Cassady Schiller Wealth Management held 72 shares of HF Sinclair worth $2.52K as of Q4 2024.
  • HF Sinclair was a new Cassady Schiller Wealth Management position in Q4 2024.
  • HF Sinclair made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #533 holding.
  • Cassady Schiller Wealth Management first reported a position in HF Sinclair in Q4 2021 and has held it in 2 quarters since.
  • 544 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.