Janiczek Wealth Management’s HF Sinclair DINO Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$50.3K	Sell	943 -104	-10%	-$5.85K	0.01%	397
2024 Q1	$63.2K	Buy	1,047 +161	+18%	+$9.15K	0.01%	372
2023 Q4	$49.2K	Buy	886 +32	+4%	+$1.75K	0.01%	391
2023 Q3	$48.6K	Buy	854 +108	+14%	+$5.87K	0.01%	364
2023 Q2	$33.3K	Buy	746 +693	+1,308%	+$30.2K	0.01%	374
2023 Q1	$2.46K	Buy	53 +28	+112%	+$1.46K	﹤0.01%	746
2022 Q4	$1.3K	Hold	25	–	–	﹤0.01%	829
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	825
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	851
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	848
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	903
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	882
2021 Q2	$1K	Buy	+25	New	+$869	﹤0.01%	829

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janiczek Wealth Management's DINO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its HF Sinclair (DINO) stake by 9.9% in Q2 2024, selling an estimated $5.85K and leaving 943 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #397.

Janiczek Wealth Management first reported a position in DINO in Q2 2021 and has held it in 13 quarters since. The position peaked at $63.2K in Q1 2024. 573 funds tracked by Wall St. Rank hold DINO as of Q2 2024.

Janiczek Wealth Management held 943 shares of HF Sinclair worth $50.3K as of Q2 2024.
Janiczek Wealth Management sold 104 HF Sinclair shares in Q2 2024, an estimated $5.85K.
HF Sinclair made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #397 holding.
Janiczek Wealth Management first reported a position in HF Sinclair in Q2 2021 and has held it in 13 quarters since.
Janiczek Wealth Management's HF Sinclair position peaked at $63.2K in Q1 2024.
573 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.