Valeo Financial Advisors’s HF Sinclair DINO Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-578	Closed	-$21K	–	833
2021 Q1	$21K	Buy	578 +62	+12%	+$2.07K	﹤0.01%	1144
2020 Q4	$13K	Hold	516	–	–	﹤0.01%	1126
2020 Q3	$10K	Sell	516 -40	-7%	-$997	﹤0.01%	1077
2020 Q2	$16K	Buy	556 +120	+28%	+$3.56K	﹤0.01%	1132
2020 Q1	$12K	Buy	436 +20	+5%	+$747	﹤0.01%	1022
2019 Q4	$21K	Hold	416	–	–	﹤0.01%	909
2019 Q3	$22K	Hold	416	–	–	﹤0.01%	822
2019 Q2	$19K	Hold	416	–	–	﹤0.01%	859
2019 Q1	$20K	Hold	416	–	–	﹤0.01%	786
2018 Q4	$21K	Sell	416 -74	-15%	-$4.53K	﹤0.01%	694
2018 Q3	$33K	Buy	490 +53	+12%	+$3.74K	﹤0.01%	638
2018 Q2	$30K	Buy	+437	New	+$29.1K	﹤0.01%	649
2017 Q4	–	Sell	-160	Closed	-$6K	–	1392
2017 Q3	$6K	Buy	+160	New	+$4.81K	﹤0.01%	822

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Valeo Financial Advisors's DINO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of HF Sinclair (DINO) in Q2 2021, closing a stake of 578 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in DINO in Q3 2017 and held it in 13 quarters. The position peaked at $33K in Q3 2018. 409 funds tracked by Wall St. Rank hold DINO as of Q2 2021.

Valeo Financial Advisors reported no remaining HF Sinclair position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 578 HF Sinclair shares in Q2 2021, an estimated $21K.
Valeo Financial Advisors first reported a position in HF Sinclair in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's HF Sinclair position peaked at $33K in Q3 2018.
409 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.