San Luis Wealth Advisors’s HF Sinclair DINO Stock Holding History

San Luis 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
2023 Q3	–	Sell	-6,805	Closed	-$304K	–	93
2023 Q2	$304K	Buy	+6,805	New	+$296K	0.11%	142

Other funds holding DINO

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

San Luis Wealth Advisors's DINO Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of HF Sinclair (DINO) in Q3 2023, closing a stake of 6,805 shares — an estimated $304K sold.

San Luis Wealth Advisors first reported a position in DINO in Q2 2023 and held it in 1 quarter. The position peaked at $304K in Q2 2023. 531 funds tracked by Wall St. Rank hold DINO as of Q3 2023.

San Luis Wealth Advisors reported no remaining HF Sinclair position as of Q3 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 6,805 HF Sinclair shares in Q3 2023, an estimated $304K.
San Luis Wealth Advisors first reported a position in HF Sinclair in Q2 2023 and held it in 1 quarter.
San Luis Wealth Advisors's HF Sinclair position peaked at $304K in Q2 2023.
531 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.