Curi Wealth Management’s HF Sinclair DINO Stock Holding History

Curi 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
2022 Q3	–	Sell	-346	Closed	-$16K	–	320
2022 Q2	$16K	Hold	346	–	–	﹤0.01%	325
2022 Q1	$13K	Hold	346	–	–	﹤0.01%	326
2021 Q4	$11K	Buy	+346	New	+$11.7K	﹤0.01%	306
2021 Q1	–	Sell	-7	Closed	–	–	202
2020 Q4	$0	Buy	+7	New	+$159	﹤0.01%	419

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Curi Wealth Management's DINO Position: Q3 2022 in Review

Curi Wealth Management sold out of HF Sinclair (DINO) in Q3 2022, closing a stake of 346 shares — an estimated $16K sold.

Curi Wealth Management first reported a position in DINO in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2022. 473 funds tracked by Wall St. Rank hold DINO as of Q3 2022.

Curi Wealth Management reported no remaining HF Sinclair position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 346 HF Sinclair shares in Q3 2022, an estimated $16K.
Curi Wealth Management first reported a position in HF Sinclair in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's HF Sinclair position peaked at $16K in Q2 2022.
473 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.