Opal Wealth Advisors’s HF Sinclair DINO Stock Holding History

Opal Wealth Advisors’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 Q3	–	Sell	-31	Closed	-$1.65K	–	442
2024 Q2	$1.65K	Buy	+31	New	+$1.74K	﹤0.01%	1000

Other funds holding DINO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opal Wealth Advisors's DINO Position: Q3 2024 in Review

Opal Wealth Advisors sold out of HF Sinclair (DINO) in Q3 2024, closing a stake of 31 shares — an estimated $1.65K sold.

Opal Wealth Advisors first reported a position in DINO in Q2 2024 and held it in 1 quarter. The position peaked at $1.65K in Q2 2024. 535 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

Opal Wealth Advisors reported no remaining HF Sinclair position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 31 HF Sinclair shares in Q3 2024, an estimated $1.65K.
Opal Wealth Advisors first reported a position in HF Sinclair in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's HF Sinclair position peaked at $1.65K in Q2 2024.
535 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.