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Prestige Wealth Management Group’s HF Sinclair DINO Stock Holding History

Prestige Wealth Management Group’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
2025
Q2 		– Sell
-13
Closed -$428 – 1025
2025
Q1 		$428 Buy
+13
New +$456 ﹤0.01% 945
2023
Q1 		– Sell
-7
Closed -$363 – 1084
2022
Q4 		$363 Buy
+7
New +$403 ﹤0.01% 1105
2019
Q1 		– Sell
-278
Closed -$14K – 660
2018
Q4 		$14K Buy
+278
New +$17K 0.01% 374

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prestige Wealth Management Group's DINO Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of HF Sinclair (DINO) in Q2 2025, closing a stake of 13 shares — an estimated $428 sold.

Prestige Wealth Management Group first reported a position in DINO in Q4 2018 and held it in 3 quarters. The position peaked at $14K in Q4 2018. 542 funds tracked by Wall St. Rank hold DINO as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining HF Sinclair position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 13 HF Sinclair shares in Q2 2025, an estimated $428.
  • Prestige Wealth Management Group first reported a position in HF Sinclair in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's HF Sinclair position peaked at $14K in Q4 2018.
  • 542 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.