Pathway Financial Advisers’s HF Sinclair DINO Stock Holding History

Pathway Financial Advisers’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
2023 Q1	–	Sell	-391	Closed	-$20.3K	–	509
2022 Q4	$20.3K	Buy	+391	New	+$22.5K	0.01%	329

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Pathway Financial Advisers's DINO Position: Q1 2023 in Review

Pathway Financial Advisers sold out of HF Sinclair (DINO) in Q1 2023, closing a stake of 391 shares — an estimated $20.3K sold.

Pathway Financial Advisers first reported a position in DINO in Q4 2022 and held it in 1 quarter. The position peaked at $20.3K in Q4 2022. 508 funds tracked by Wall St. Rank hold DINO as of Q1 2023.

Pathway Financial Advisers reported no remaining HF Sinclair position as of Q1 2023 after selling out during the quarter.
Pathway Financial Advisers sold 391 HF Sinclair shares in Q1 2023, an estimated $20.3K.
Pathway Financial Advisers first reported a position in HF Sinclair in Q4 2022 and held it in 1 quarter.
Pathway Financial Advisers's HF Sinclair position peaked at $20.3K in Q4 2022.
508 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.