IWP
DINO icon

Icon Wealth Partners’s HF Sinclair DINO Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-449
Closed -$31K – 382
2018
Q2 		$31K Buy
+449
New +$29.9K 0.01% 485
2018
Q1 		– Sell
-914
Closed -$47K – 374
2017
Q4 		$47K Buy
+914
New +$38.6K 0.02% 433

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Icon Wealth Partners's DINO Position: Q3 2018 in Review

Icon Wealth Partners sold out of HF Sinclair (DINO) in Q3 2018, closing a stake of 449 shares — an estimated $31K sold.

Icon Wealth Partners first reported a position in DINO in Q4 2017 and held it in 2 quarters. The position peaked at $47K in Q4 2017. 577 funds tracked by Wall St. Rank hold DINO as of Q3 2018.

  • Icon Wealth Partners reported no remaining HF Sinclair position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 449 HF Sinclair shares in Q3 2018, an estimated $31K.
  • Icon Wealth Partners first reported a position in HF Sinclair in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's HF Sinclair position peaked at $47K in Q4 2017.
  • 577 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.