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Precision Wealth Strategies’s HF Sinclair DINO Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-5,169
Closed -$231K – 92
2023
Q2 		$231K Sell
5,169
-587
-10% -$25.6K 0.38% 54
2023
Q1 		$278K Sell
5,756
-46
-0.8% -$2.39K 0.44% 49
2022
Q4 		$301K Buy
+5,802
New +$334K 0.31% 70

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Precision Wealth Strategies's DINO Position: Q3 2023 in Review

Precision Wealth Strategies sold out of HF Sinclair (DINO) in Q3 2023, closing a stake of 5,169 shares — an estimated $231K sold.

Precision Wealth Strategies first reported a position in DINO in Q4 2022 and held it in 3 quarters. The position peaked at $301K in Q4 2022. 531 funds tracked by Wall St. Rank hold DINO as of Q3 2023.

  • Precision Wealth Strategies reported no remaining HF Sinclair position as of Q3 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 5,169 HF Sinclair shares in Q3 2023, an estimated $231K.
  • Precision Wealth Strategies first reported a position in HF Sinclair in Q4 2022 and held it in 3 quarters.
  • Precision Wealth Strategies's HF Sinclair position peaked at $301K in Q4 2022.
  • 531 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2023.

Based on Precision Wealth Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.