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VisionPoint Advisory Group’s HF Sinclair DINO Stock Holding History

VisionPoint Advisory Group’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
Q1 		– Sell
-13,839
Closed -$762K – 144
2022
Q4 		$762K Buy
+13,839
New +$797K 0.32% 58

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's DINO Position: Q1 2023 in Review

VisionPoint Advisory Group sold out of HF Sinclair (DINO) in Q1 2023, closing a stake of 13,839 shares — an estimated $762K sold.

VisionPoint Advisory Group first reported a position in DINO in Q4 2022 and held it in 1 quarter. The position peaked at $762K in Q4 2022. 508 funds tracked by Wall St. Rank hold DINO as of Q1 2023.

  • VisionPoint Advisory Group reported no remaining HF Sinclair position as of Q1 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 13,839 HF Sinclair shares in Q1 2023, an estimated $762K.
  • VisionPoint Advisory Group first reported a position in HF Sinclair in Q4 2022 and held it in 1 quarter.
  • VisionPoint Advisory Group's HF Sinclair position peaked at $762K in Q4 2022.
  • 508 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2023.

Based on VisionPoint Advisory Group's 13F filing for Q1 2023, filed 15 May 2023.