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Financial Strategies Group’s HF Sinclair DINO Stock Holding History

Financial Strategies Group’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
2024
Q2 		– Sell
-3,496
Closed -$214K – 97
2024
Q1 		$214K Buy
+3,496
New +$199K 0.06% 78

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Strategies Group's DINO Position: Q2 2024 in Review

Financial Strategies Group sold out of HF Sinclair (DINO) in Q2 2024, closing a stake of 3,496 shares — an estimated $214K sold.

Financial Strategies Group first reported a position in DINO in Q1 2024 and held it in 1 quarter. The position peaked at $214K in Q1 2024. 573 funds tracked by Wall St. Rank hold DINO as of Q2 2024.

  • Financial Strategies Group reported no remaining HF Sinclair position as of Q2 2024 after selling out during the quarter.
  • Financial Strategies Group sold 3,496 HF Sinclair shares in Q2 2024, an estimated $214K.
  • Financial Strategies Group first reported a position in HF Sinclair in Q1 2024 and held it in 1 quarter.
  • Financial Strategies Group's HF Sinclair position peaked at $214K in Q1 2024.
  • 573 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2024.

Based on Financial Strategies Group's 13F filing for Q2 2024, filed 17 Jul 2024.