Sutton Wealth Advisors’s HF Sinclair DINO Stock Holding History

Sutton 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	-49	Closed	-$2.19K	–	869
2023 Q2	$2.19K	Hold	49	–	–	﹤0.01%	686
2023 Q1	$2.37K	Sell	49 -24	-33%	-$1.25K	﹤0.01%	623
2022 Q4	$3.79K	Sell	73 -1	-1%	-$58	﹤0.01%	1133
2022 Q3	$3.98K	Hold	74	–	–	﹤0.01%	1108
2022 Q2	$3.34K	Hold	74	–	–	﹤0.01%	1111
2022 Q1	$2.95K	Buy	74 +6	+9%	+$211	﹤0.01%	1154
2021 Q4	$2.23K	Buy	68 +19	+39%	+$640	﹤0.01%	1188
2021 Q3	$1.62K	Sell	49 -31	-39%	-$942	﹤0.01%	1198
2021 Q2	$2.63K	Hold	80	–	–	﹤0.01%	1134
2021 Q1	$2.86K	Hold	80	–	–	﹤0.01%	1093
2020 Q4	$2.07K	Buy	80 +30	+60%	+$679	﹤0.01%	1107
2020 Q3	$986	Buy	50 +19	+61%	+$473	﹤0.01%	1141
2020 Q2	$905	Buy	+31	New	+$921	﹤0.01%	1133
2020 Q1	–	Sell	-20	Closed	-$1.01K	–	1219
2019 Q4	$1.01K	Hold	20	–	–	﹤0.01%	1116
2019 Q3	$1.07K	Buy	+20	New	+$970	﹤0.01%	1108

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

Sutton Wealth Advisors's DINO Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of HF Sinclair (DINO) in Q3 2023, closing a stake of 49 shares — an estimated $2.19K sold.

Sutton Wealth Advisors first reported a position in DINO in Q3 2019 and held it in 15 quarters. The position peaked at $3.98K in Q3 2022. 532 funds tracked by Wall St. Rank hold DINO as of Q3 2023.

Sutton Wealth Advisors reported no remaining HF Sinclair position as of Q3 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 49 HF Sinclair shares in Q3 2023, an estimated $2.19K.
Sutton Wealth Advisors first reported a position in HF Sinclair in Q3 2019 and held it in 15 quarters.
Sutton Wealth Advisors's HF Sinclair position peaked at $3.98K in Q3 2022.
532 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.