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DINO icon

TCWP’s HF Sinclair DINO Stock Holding History

TCWP’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
2022
Q2 		– Sell
-522
Closed -$20K – 657
2022
Q1 		$20K Buy
+522
New +$18.4K ﹤0.01% 700

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCWP's DINO Position: Q2 2022 in Review

TCWP sold out of HF Sinclair (DINO) in Q2 2022, closing a stake of 522 shares — an estimated $20K sold.

TCWP first reported a position in DINO in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 435 funds tracked by Wall St. Rank hold DINO as of Q2 2022.

  • TCWP reported no remaining HF Sinclair position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 522 HF Sinclair shares in Q2 2022, an estimated $20K.
  • TCWP first reported a position in HF Sinclair in Q1 2022 and held it in 1 quarter.
  • TCWP's HF Sinclair position peaked at $20K in Q1 2022.
  • 435 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.