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Guardian Wealth Management (Illinois)’s HF Sinclair DINO Stock Holding History

Guardian Wealth Management (Illinois)’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
-169
Closed -$8.2K – 232
2023
Q1 		$8.2K Sell
169
-61
-27% -$3.17K 0.01% 172
2022
Q4 		$12K Hold
230
– – 0.01% 158
2022
Q3 		$12K Buy
230
+1
+0.4% +$49 0.01% 154
2022
Q2 		$10K Buy
229
+2
+0.9% +$90 0.01% 159
2022
Q1 		$9K Hold
227
– – 0.01% 175
2021
Q4 		$7K Buy
+227
New +$7.65K 0.01% 177

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s DINO Position: Q2 2023 in Review

Guardian Wealth Management (Illinois) sold out of HF Sinclair (DINO) in Q2 2023, closing a stake of 169 shares — an estimated $8.2K sold.

Guardian Wealth Management (Illinois) first reported a position in DINO in Q4 2021 and held it in 6 quarters. The position peaked at $12K in Q3 2022. 487 funds tracked by Wall St. Rank hold DINO as of Q2 2023.

  • Guardian Wealth Management (Illinois) reported no remaining HF Sinclair position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 169 HF Sinclair shares in Q2 2023, an estimated $8.2K.
  • Guardian Wealth Management (Illinois) first reported a position in HF Sinclair in Q4 2021 and held it in 6 quarters.
  • Guardian Wealth Management (Illinois)'s HF Sinclair position peaked at $12K in Q3 2022.
  • 487 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2023, filed 14 Aug 2023.