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SOA Wealth Advisors’s HF Sinclair DINO Stock Holding History

SOA 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
Q2 		– Sell
-2
Closed -$97 – 950
2023
Q1 		$97 Hold
2
– – ﹤0.01% 938
2022
Q4 		$104 Hold
2
– – ﹤0.01% 940
2022
Q3 		$0 Hold
2
– – ﹤0.01% 855
2022
Q2 		$0 Hold
2
– – ﹤0.01% 853
2022
Q1 		$0 Hold
2
– – ﹤0.01% 920
2021
Q4 		$0 Hold
2
– – ﹤0.01% 896
2021
Q3 		$0 Hold
2
– – ﹤0.01% 909
2021
Q2 		$0 Sell
2
-15
-88% -$522 ﹤0.01% 880
2021
Q1 		$0 Sell
17
-14
-45% -$468 ﹤0.01% 827
2020
Q4 		$0 Buy
+31
New +$702 ﹤0.01% 807

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's DINO Position: Q2 2023 in Review

SOA Wealth Advisors sold out of HF Sinclair (DINO) in Q2 2023, closing a stake of 2 shares — an estimated $97 sold.

SOA Wealth Advisors first reported a position in DINO in Q4 2020 and held it in 10 quarters. The position peaked at $104 in Q4 2022. 487 funds tracked by Wall St. Rank hold DINO as of Q2 2023.

  • SOA Wealth Advisors reported no remaining HF Sinclair position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 2 HF Sinclair shares in Q2 2023, an estimated $97.
  • SOA Wealth Advisors first reported a position in HF Sinclair in Q4 2020 and held it in 10 quarters.
  • SOA Wealth Advisors's HF Sinclair position peaked at $104 in Q4 2022.
  • 487 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.