Forvis Mazars Wealth Advisors’s HF Sinclair DINO Stock Holding History

Forvis Mazars 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
2023 Q2	–	Sell	-5,500	Closed	-$266K	–	414
2023 Q1	$266K	Sell	5,500 -275	-5%	-$14.3K	0.01%	354
2022 Q4	$300K	Buy	5,775 +275	+5%	+$15.8K	0.01%	325
2022 Q3	$296K	Buy	+5,500	New	+$272K	0.01%	320

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's DINO Position: Q2 2023 in Review

Forvis Mazars Wealth Advisors sold out of HF Sinclair (DINO) in Q2 2023, closing a stake of 5,500 shares — an estimated $266K sold.

Forvis Mazars Wealth Advisors first reported a position in DINO in Q3 2022 and held it in 3 quarters. The position peaked at $300K in Q4 2022. 487 funds tracked by Wall St. Rank hold DINO as of Q2 2023.

Forvis Mazars Wealth Advisors reported no remaining HF Sinclair position as of Q2 2023 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 5,500 HF Sinclair shares in Q2 2023, an estimated $266K.
Forvis Mazars Wealth Advisors first reported a position in HF Sinclair in Q3 2022 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's HF Sinclair position peaked at $300K in Q4 2022.
487 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.