IAA
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Independent Advisor Alliance’s HF Sinclair DINO Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-10,795
Closed -$315K – 502
2020
Q2 		$315K Buy
10,795
+2,309
+27% +$68.6K 0.03% 355
2020
Q1 		$208K Buy
+8,486
New +$317K 0.03% 357
2019
Q2 		– Sell
-4,068
Closed -$200K – 429
2019
Q1 		$200K Buy
+4,068
New +$217K 0.03% 409
2018
Q4 		– Sell
-5,852
Closed -$264K – 419
2018
Q3 		$264K Buy
5,852
+101
+2% +$7.13K 0.05% 284
2018
Q2 		$247K Sell
5,751
-25
-0.4% -$1.67K 0.05% 279
2018
Q1 		$271K Buy
+5,776
New +$275K 0.06% 262

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Advisor Alliance's DINO Position: Q3 2020 in Review

Independent Advisor Alliance sold out of HF Sinclair (DINO) in Q3 2020, closing a stake of 10,795 shares — an estimated $315K sold.

Independent Advisor Alliance first reported a position in DINO in Q1 2018 and held it in 6 quarters. The position peaked at $315K in Q2 2020. 389 funds tracked by Wall St. Rank hold DINO as of Q3 2020.

  • Independent Advisor Alliance reported no remaining HF Sinclair position as of Q3 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,795 HF Sinclair shares in Q3 2020, an estimated $315K.
  • Independent Advisor Alliance first reported a position in HF Sinclair in Q1 2018 and held it in 6 quarters.
  • Independent Advisor Alliance's HF Sinclair position peaked at $315K in Q2 2020.
  • 389 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.