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Evolution Wealth Advisors’s HF Sinclair DINO Stock Holding History

Evolution 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
2021
Q4 		– Sell
-132
Closed -$4K – 280
2021
Q3 		$4K Hold
132
– – ﹤0.01% 546
2021
Q2 		$4K Hold
132
– – ﹤0.01% 541
2021
Q1 		$5K Hold
132
– – ﹤0.01% 519
2020
Q4 		$3K Buy
+132
New +$2.99K ﹤0.01% 507
2020
Q1 		– Sell
-65
Closed -$3K – 393
2019
Q4 		$3K Sell
65
-2
-3% -$106 ﹤0.01% 498
2019
Q3 		$4K Hold
67
– – ﹤0.01% 304
2019
Q2 		$3K Buy
+67
New +$2.99K ﹤0.01% 334

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Evolution Wealth Advisors's DINO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of HF Sinclair (DINO) in Q4 2021, closing a stake of 132 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in DINO in Q2 2019 and held it in 7 quarters. The position peaked at $5K in Q1 2021. 397 funds tracked by Wall St. Rank hold DINO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining HF Sinclair position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 132 HF Sinclair shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in HF Sinclair in Q2 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's HF Sinclair position peaked at $5K in Q1 2021.
  • 397 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.