Regent Peak Wealth Advisors’s HF Sinclair DINO Stock Holding History

Regent Peak Wealth Advisors’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
2021 Q1	–	Sell	-421	Closed	-$11K	–	353
2020 Q4	$11K	Buy	+421	New	+$9.54K	﹤0.01%	544

Other funds holding DINO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regent Peak Wealth Advisors's DINO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of HF Sinclair (DINO) in Q1 2021, closing a stake of 421 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in DINO in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 403 funds tracked by Wall St. Rank hold DINO as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining HF Sinclair position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 421 HF Sinclair shares in Q1 2021, an estimated $11K.
Regent Peak Wealth Advisors first reported a position in HF Sinclair in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's HF Sinclair position peaked at $11K in Q4 2020.
403 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.