Clarus Wealth Advisors’s HF Sinclair DINO Stock Holding History

Clarus 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
2019 Q2	–	Sell	-865	Closed	-$43K	–	600
2019 Q1	$43K	Buy	+865	New	+$46K	0.03%	319
2018 Q3	–	Sell	-5,869	Closed	-$287K	–	720
2018 Q2	$287K	Hold	5,869	–	–	0.22%	56
2018 Q1	$287K	Sell	5,869 -2,318	-28%	-$110K	0.26%	56
2017 Q4	$419K	Buy	+8,187	New	+$346K	0.4%	35

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarus Wealth Advisors's DINO Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of HF Sinclair (DINO) in Q2 2019, closing a stake of 865 shares — an estimated $43K sold.

Clarus Wealth Advisors first reported a position in DINO in Q4 2017 and held it in 4 quarters. The position peaked at $419K in Q4 2017. 489 funds tracked by Wall St. Rank hold DINO as of Q2 2019.

Clarus Wealth Advisors reported no remaining HF Sinclair position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 865 HF Sinclair shares in Q2 2019, an estimated $43K.
Clarus Wealth Advisors first reported a position in HF Sinclair in Q4 2017 and held it in 4 quarters.
Clarus Wealth Advisors's HF Sinclair position peaked at $419K in Q4 2017.
489 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.