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Liberty Wealth Management’s HF Sinclair DINO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-36
Closed -$1K – 394
2021
Q3 		$1K Hold
36
– – ﹤0.01% 1102
2021
Q2 		$1K Hold
36
– – ﹤0.01% 979
2021
Q1 		$1K Hold
36
– – ﹤0.01% 857
2020
Q4 		$1K Hold
36
– – ﹤0.01% 854
2020
Q3 		$1K Sell
36
-67
-65% -$1.67K ﹤0.01% 795
2020
Q2 		$3K Hold
103
– – ﹤0.01% 689
2020
Q1 		$3K Sell
103
-657
-86% -$24.5K ﹤0.01% 665
2019
Q4 		$38K Buy
760
+659
+652% +$34.9K 0.03% 299
2019
Q3 		$5K Buy
101
+65
+181% +$3.15K ﹤0.01% 626
2019
Q2 		$2K Hold
36
– – ﹤0.01% 755
2019
Q1 		$1K Sell
36
-75
-68% -$3.99K ﹤0.01% 665
2018
Q4 		$5K Buy
+111
New +$6.8K ﹤0.01% 543

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Liberty Wealth Management's DINO Position: Q4 2021 in Review

Liberty Wealth Management sold out of HF Sinclair (DINO) in Q4 2021, closing a stake of 36 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in DINO in Q4 2018 and held it in 12 quarters. The position peaked at $38K in Q4 2019. 398 funds tracked by Wall St. Rank hold DINO as of Q4 2021.

  • Liberty Wealth Management reported no remaining HF Sinclair position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 36 HF Sinclair shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in HF Sinclair in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's HF Sinclair position peaked at $38K in Q4 2019.
  • 398 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.