Clearview Wealth Advisors’s HF Sinclair DINO Stock Holding History

Clearview 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
2023 Q3	–	Sell	-504	Closed	-$22.5K	–	237
2023 Q2	$22.5K	Hold	504	–	–	0.02%	267
2023 Q1	$24.4K	Hold	504	–	–	0.02%	251
2022 Q4	$26.2K	Hold	504	–	–	0.02%	216
2022 Q3	$27K	Hold	504	–	–	0.02%	218
2022 Q2	$23K	Hold	504	–	–	0.02%	257
2022 Q1	$20K	Hold	504	–	–	0.01%	300
2021 Q4	$17K	Hold	504	–	–	0.01%	347
2021 Q3	$17K	Hold	504	–	–	0.01%	358
2021 Q2	$17K	Hold	504	–	–	0.01%	356
2021 Q1	$18K	Hold	504	–	–	0.01%	343
2020 Q4	$13K	Buy	+504	New	+$11.4K	0.01%	343

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clearview Wealth Advisors's DINO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of HF Sinclair (DINO) in Q3 2023, closing a stake of 504 shares — an estimated $22.5K sold.

Clearview Wealth Advisors first reported a position in DINO in Q4 2020 and held it in 11 quarters. The position peaked at $27K in Q3 2022. 531 funds tracked by Wall St. Rank hold DINO as of Q3 2023.

Clearview Wealth Advisors reported no remaining HF Sinclair position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 504 HF Sinclair shares in Q3 2023, an estimated $22.5K.
Clearview Wealth Advisors first reported a position in HF Sinclair in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's HF Sinclair position peaked at $27K in Q3 2022.
531 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.