PCS
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Personal CFO Solutions’s HF Sinclair DINO Stock Holding History

Personal CFO Solutions’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
-5,013
Closed -$267K – 569
2024
Q2 		$267K Buy
5,013
+20
+0.4% +$1.13K 0.04% 424
2024
Q1 		$301K Sell
4,993
-62
-1% -$3.52K 0.05% 395
2023
Q4 		$281K Sell
5,055
-83
-2% -$4.53K 0.05% 389
2023
Q3 		$293K Sell
5,138
-200
-4% -$10.9K 0.06% 325
2023
Q2 		$238K Buy
+5,338
New +$233K 0.05% 397
2020
Q1 		– Sell
-12,493
Closed -$633K – 301
2019
Q4 		$633K Buy
12,493
+5,360
+75% +$284K 0.18% 117
2019
Q3 		$383K Buy
+7,133
New +$346K 0.15% 178

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 $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's DINO Position: Q3 2024 in Review

Personal CFO Solutions sold out of HF Sinclair (DINO) in Q3 2024, closing a stake of 5,013 shares — an estimated $267K sold.

Personal CFO Solutions first reported a position in DINO in Q3 2019 and held it in 7 quarters. The position peaked at $633K in Q4 2019. 534 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

  • Personal CFO Solutions reported no remaining HF Sinclair position as of Q3 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,013 HF Sinclair shares in Q3 2024, an estimated $267K.
  • Personal CFO Solutions first reported a position in HF Sinclair in Q3 2019 and held it in 7 quarters.
  • Personal CFO Solutions's HF Sinclair position peaked at $633K in Q4 2019.
  • 534 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.