Concord Wealth Partners’s HF Sinclair DINO Stock Holding History

Concord 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
2023 Q1	–	Sell	-32	Closed	-$1.66K	–	1045
2022 Q4	$1.66K	Buy	+32	New	+$1.84K	﹤0.01%	981
2022 Q3	–	Sell	-764	Closed	-$35K	–	391
2022 Q2	$35K	Sell	764 -342	-31%	-$15.3K	0.01%	428
2022 Q1	$44K	Sell	1,106 -291	-21%	-$10.2K	0.01%	461
2021 Q4	$46K	Buy	1,397 +559	+67%	+$18.8K	0.01%	467
2021 Q3	$28K	Buy	838 +215	+35%	+$6.54K	0.01%	314
2021 Q2	$20K	Buy	623 +512	+461%	+$17.8K	0.01%	499
2021 Q1	$4K	Buy	+111	New	+$3.71K	﹤0.01%	706

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

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 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

Concord Wealth Partners's DINO Position: Q1 2023 in Review

Concord Wealth Partners sold out of HF Sinclair (DINO) in Q1 2023, closing a stake of 32 shares — an estimated $1.66K sold.

Concord Wealth Partners first reported a position in DINO in Q1 2021 and held it in 7 quarters. The position peaked at $46K in Q4 2021. 508 funds tracked by Wall St. Rank hold DINO as of Q1 2023.

Concord Wealth Partners reported no remaining HF Sinclair position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 32 HF Sinclair shares in Q1 2023, an estimated $1.66K.
Concord Wealth Partners first reported a position in HF Sinclair in Q1 2021 and held it in 7 quarters.
Concord Wealth Partners's HF Sinclair position peaked at $46K in Q4 2021.
508 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.