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Patriot Financial Group Insurance Agency’s HF Sinclair DINO Stock Holding History

Patriot Financial Group Insurance Agency’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
-8,349
Closed -$445K – 510
2024
Q2 		$445K Buy
8,349
+883
+12% +$49.7K 0.07% 287
2024
Q1 		$451K Buy
7,466
+1,432
+24% +$81.4K 0.07% 286
2023
Q4 		$335K Buy
6,034
+988
+20% +$53.9K 0.06% 311
2023
Q3 		$287K Sell
5,046
-196
-4% -$10.7K 0.06% 333
2023
Q2 		$234K Buy
+5,242
New +$228K 0.04% 392
2022
Q4 		– Sell
-3,777
Closed -$203K – 436
2022
Q3 		$203K Buy
3,777
+2,516
+200% +$124K 0.05% 366
2022
Q2 		$57K Sell
1,261
-449
-26% -$20.1K 0.01% 688
2022
Q1 		$68K Hold
1,710
– – 0.01% 695
2021
Q4 		$56K Hold
1,710
– – 0.01% 815
2021
Q3 		$57K Hold
1,710
– – 0.01% 830
2021
Q2 		$56K Hold
1,710
– – 0.01% 805
2021
Q1 		$61K Buy
1,710
+1,610
+1,610% +$53.8K 0.01% 706
2020
Q4 		$3K Buy
+100
New +$2.27K ﹤0.01% 1545
2017
Q3 		– Sell
-200
Closed -$5K – 912
2017
Q2 		$5K Hold
200
– – 0.01% 664
2017
Q1 		$5K Buy
200
+100
+100% +$2.92K 0.01% 614
2016
Q4 		$3K Buy
+100
New +$2.77K ﹤0.01% 630

Other funds holding DINO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DINO Position: Q3 2024 in Review

Patriot Financial Group Insurance Agency sold out of HF Sinclair (DINO) in Q3 2024, closing a stake of 8,349 shares — an estimated $445K sold.

Patriot Financial Group Insurance Agency first reported a position in DINO in Q4 2016 and held it in 16 quarters. The position peaked at $451K in Q1 2024. 535 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

  • Patriot Financial Group Insurance Agency reported no remaining HF Sinclair position as of Q3 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,349 HF Sinclair shares in Q3 2024, an estimated $445K.
  • Patriot Financial Group Insurance Agency first reported a position in HF Sinclair in Q4 2016 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's HF Sinclair position peaked at $451K in Q1 2024.
  • 535 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2024, filed 24 Oct 2024.