Symphony Financial’s HF Sinclair DINO Stock Holding History

Symphony Financial’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
2024 Q2	–	Sell	-5,115	Closed	-$309K	–	215
2024 Q1	$309K	Sell	5,115 -3,496	-41%	-$199K	0.07%	150
2023 Q4	$458K	Buy	+8,611	New	+$470K	0.1%	137

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symphony Financial's DINO Position: Q2 2024 in Review

Symphony Financial sold out of HF Sinclair (DINO) in Q2 2024, closing a stake of 5,115 shares — an estimated $309K sold.

Symphony Financial first reported a position in DINO in Q4 2023 and held it in 2 quarters. The position peaked at $458K in Q4 2023. 573 funds tracked by Wall St. Rank hold DINO as of Q2 2024.

Symphony Financial reported no remaining HF Sinclair position as of Q2 2024 after selling out during the quarter.
Symphony Financial sold 5,115 HF Sinclair shares in Q2 2024, an estimated $309K.
Symphony Financial first reported a position in HF Sinclair in Q4 2023 and held it in 2 quarters.
Symphony Financial's HF Sinclair position peaked at $458K in Q4 2023.
573 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2024.

Based on Symphony Financial's 13F filing for Q2 2024, filed 18 Jul 2024.