U.S. Capital Wealth Advisors’s HF Sinclair DINO Stock Holding History

U.S. Capital 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
2024 Q2	–	Sell	-17,805	Closed	-$1.07M	–	679
2024 Q1	$1.07M	Sell	17,805 -50	-0.3%	-$2.84K	0.04%	335
2023 Q4	$992K	Buy	+17,855	New	+$974K	0.04%	335
2023 Q1	–	Sell	-500	Closed	-$25.9K	–	850
2022 Q4	$25.9K	Buy	+500	New	+$28.8K	﹤0.01%	1050

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

U.S. Capital Wealth Advisors's DINO Position: Q2 2024 in Review

U.S. Capital Wealth Advisors sold out of HF Sinclair (DINO) in Q2 2024, closing a stake of 17,805 shares — an estimated $1.07M sold.

U.S. Capital Wealth Advisors first reported a position in DINO in Q4 2022 and held it in 3 quarters. The position peaked at $1.07M in Q1 2024. 573 funds tracked by Wall St. Rank hold DINO as of Q2 2024.

U.S. Capital Wealth Advisors reported no remaining HF Sinclair position as of Q2 2024 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 17,805 HF Sinclair shares in Q2 2024, an estimated $1.07M.
U.S. Capital Wealth Advisors first reported a position in HF Sinclair in Q4 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's HF Sinclair position peaked at $1.07M in Q1 2024.
573 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.