PWM
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Perigon Wealth Management’s HF Sinclair DINO Stock Holding History

Perigon 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
2018
Q2 		– Sell
-242
Closed -$12K – 322
2018
Q1 		$12K Hold
242
– – ﹤0.01% 493
2017
Q4 		$12K Buy
242
+200
+476% +$8.45K ﹤0.01% 473
2017
Q3 		$2K Buy
+42
New +$1.26K ﹤0.01% 600

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Perigon Wealth Management's DINO Position: Q2 2018 in Review

Perigon Wealth Management sold out of HF Sinclair (DINO) in Q2 2018, closing a stake of 242 shares — an estimated $12K sold.

Perigon Wealth Management first reported a position in DINO in Q3 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 561 funds tracked by Wall St. Rank hold DINO as of Q2 2018.

  • Perigon Wealth Management reported no remaining HF Sinclair position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 242 HF Sinclair shares in Q2 2018, an estimated $12K.
  • Perigon Wealth Management first reported a position in HF Sinclair in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's HF Sinclair position peaked at $12K in Q1 2018.
  • 561 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.