Mascoma Wealth Management’s HF Sinclair DINO Stock Holding History

Mascoma 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
2025 Q1	–	Sell	-61	Closed	-$2.14K	–	508
2024 Q4	$2.14K	Buy	+61	New	+$2.5K	﹤0.01%	469

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mascoma Wealth Management's DINO Position: Q1 2025 in Review

Mascoma Wealth Management sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 61 shares — an estimated $2.14K sold.

Mascoma Wealth Management first reported a position in DINO in Q4 2024 and held it in 1 quarter. The position peaked at $2.14K in Q4 2024. 506 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

Mascoma Wealth Management reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 61 HF Sinclair shares in Q1 2025, an estimated $2.14K.
Mascoma Wealth Management first reported a position in HF Sinclair in Q4 2024 and held it in 1 quarter.
Mascoma Wealth Management's HF Sinclair position peaked at $2.14K in Q4 2024.
506 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.