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Wealth Advisory Solutions’s HF Sinclair DINO Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-107,470
Closed -$3.54M – 182
2021
Q2 		$3.54M Buy
107,470
+23
+0% +$800 0.84% 41
2021
Q1 		$4K Buy
+107,447
New +$3.59M ﹤0.01% 90

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TH
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wealth Advisory Solutions's DINO Position: Q3 2021 in Review

Wealth Advisory Solutions sold out of HF Sinclair (DINO) in Q3 2021, closing a stake of 107,470 shares — an estimated $3.54M sold.

Wealth Advisory Solutions first reported a position in DINO in Q1 2021 and held it in 2 quarters. The position peaked at $3.54M in Q2 2021. 381 funds tracked by Wall St. Rank hold DINO as of Q3 2021.

  • Wealth Advisory Solutions reported no remaining HF Sinclair position as of Q3 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 107,470 HF Sinclair shares in Q3 2021, an estimated $3.54M.
  • Wealth Advisory Solutions first reported a position in HF Sinclair in Q1 2021 and held it in 2 quarters.
  • Wealth Advisory Solutions's HF Sinclair position peaked at $3.54M in Q2 2021.
  • 381 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.