Lake Point Wealth Management’s HF Sinclair DINO Stock Holding History

Lake Point 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
2019 Q1	–	Sell	-30	Closed	-$2K	–	719
2018 Q4	$2K	Buy	+30	New	+$1.84K	﹤0.01%	668

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Lake Point Wealth Management's DINO Position: Q1 2019 in Review

Lake Point Wealth Management sold out of HF Sinclair (DINO) in Q1 2019, closing a stake of 30 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in DINO in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 526 funds tracked by Wall St. Rank hold DINO as of Q1 2019.

Lake Point Wealth Management reported no remaining HF Sinclair position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 30 HF Sinclair shares in Q1 2019, an estimated $2K.
Lake Point Wealth Management first reported a position in HF Sinclair in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's HF Sinclair position peaked at $2K in Q4 2018.
526 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.