Values First Advisors’s HF Sinclair DINO Stock Holding History

Values First 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
2023 Q2	–	Sell	-61	Closed	-$2.96K	–	212
2023 Q1	$2.96K	Buy	+61	New	+$3.17K	﹤0.01%	274

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Values First Advisors's DINO Position: Q2 2023 in Review

Values First Advisors sold out of HF Sinclair (DINO) in Q2 2023, closing a stake of 61 shares — an estimated $2.96K sold.

Values First Advisors first reported a position in DINO in Q1 2023 and held it in 1 quarter. The position peaked at $2.96K in Q1 2023. 487 funds tracked by Wall St. Rank hold DINO as of Q2 2023.

Values First Advisors reported no remaining HF Sinclair position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 61 HF Sinclair shares in Q2 2023, an estimated $2.96K.
Values First Advisors first reported a position in HF Sinclair in Q1 2023 and held it in 1 quarter.
Values First Advisors's HF Sinclair position peaked at $2.96K in Q1 2023.
487 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.