FWM
DINO icon

Focused Wealth Management’s HF Sinclair DINO Stock Holding History

Focused 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
2020
Q4 		– Sell
-3,400
Closed -$67K – 840
2020
Q3 		$67K Hold
3,400
– – 0.01% 283
2020
Q2 		$99K Hold
3,400
– – 0.02% 228
2020
Q1 		$83K Buy
3,400
+1,100
+48% +$41.1K 0.02% 227
2019
Q4 		$117K Hold
2,300
– – 0.03% 236
2019
Q3 		$123K Hold
2,300
– – 0.03% 207
2019
Q2 		$106K Buy
+2,300
New +$103K 0.03% 229
2018
Q4 		– Sell
-2,750
Closed -$192K – 701
2018
Q3 		$192K Sell
2,750
-1,900
-41% -$134K 0.07% 150
2018
Q2 		$318K Sell
4,650
-150
-3% -$9.99K 0.11% 104
2018
Q1 		$235K Hold
4,800
– – 0.08% 134
2017
Q4 		$246K Buy
+4,800
New +$203K 0.08% 129

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return