Fortis Capital Advisors’s HF Sinclair DINO Stock Holding History

Fortis Capital 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
2023 Q1	–	Sell	-1,839	Closed	-$95.4K	–	686
2022 Q4	$95.4K	Buy	+1,839	New	+$106K	0.06%	226

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

Fortis Capital Advisors's DINO Position: Q1 2023 in Review

Fortis Capital Advisors sold out of HF Sinclair (DINO) in Q1 2023, closing a stake of 1,839 shares — an estimated $95.4K sold.

Fortis Capital Advisors first reported a position in DINO in Q4 2022 and held it in 1 quarter. The position peaked at $95.4K in Q4 2022. 508 funds tracked by Wall St. Rank hold DINO as of Q1 2023.

Fortis Capital Advisors reported no remaining HF Sinclair position as of Q1 2023 after selling out during the quarter.
Fortis Capital Advisors sold 1,839 HF Sinclair shares in Q1 2023, an estimated $95.4K.
Fortis Capital Advisors first reported a position in HF Sinclair in Q4 2022 and held it in 1 quarter.
Fortis Capital Advisors's HF Sinclair position peaked at $95.4K in Q4 2022.
508 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.