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SYSTM Wealth Solutions’s HF Sinclair DINO Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-233
Closed -$12.4K – 240
2024
Q2 		$12.4K Sell
233
-1,111
-83% -$62.5K ﹤0.01% 447
2024
Q1 		$81.1K Buy
1,344
+24
+2% +$1.36K 0.01% 505
2023
Q4 		$73.4K Buy
+1,320
New +$72K 0.01% 511

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
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's DINO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of HF Sinclair (DINO) in Q3 2024, closing a stake of 233 shares — an estimated $12.4K sold.

SYSTM Wealth Solutions first reported a position in DINO in Q4 2023 and held it in 3 quarters. The position peaked at $81.1K in Q1 2024. 534 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining HF Sinclair position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 233 HF Sinclair shares in Q3 2024, an estimated $12.4K.
  • SYSTM Wealth Solutions first reported a position in HF Sinclair in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's HF Sinclair position peaked at $81.1K in Q1 2024.
  • 534 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.