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TFO Wealth Partners’s HF Sinclair DINO Stock Holding History

TFO Wealth Partners’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
-8
Closed -$483 – 246
2024
Q1 		$483 Hold
8
– – ﹤0.01% 274
2023
Q4 		$445 Sell
8
-6
-43% -$327 ﹤0.01% 362
2023
Q3 		$625 Buy
14
+6
+75% +$326 ﹤0.01% 392
2023
Q2 		$357 Hold
8
– – ﹤0.01% 360
2023
Q1 		$387 Sell
8
-63
-89% -$3.27K ﹤0.01% 301
2022
Q4 		$12.8K Buy
+71
New +$4.09K ﹤0.01% 99
2021
Q4 		– Sell
-82
Closed -$3K – 152
2021
Q3 		$3K Buy
+82
New +$2.49K ﹤0.01% 123

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's DINO Position: Q2 2024 in Review

TFO Wealth Partners sold out of HF Sinclair (DINO) in Q2 2024, closing a stake of 8 shares — an estimated $483 sold.

TFO Wealth Partners first reported a position in DINO in Q3 2021 and held it in 7 quarters. The position peaked at $12.8K in Q4 2022. 573 funds tracked by Wall St. Rank hold DINO as of Q2 2024.

  • TFO Wealth Partners reported no remaining HF Sinclair position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 HF Sinclair shares in Q2 2024, an estimated $483.
  • TFO Wealth Partners first reported a position in HF Sinclair in Q3 2021 and held it in 7 quarters.
  • TFO Wealth Partners's HF Sinclair position peaked at $12.8K in Q4 2022.
  • 573 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.