Wealthcare Advisory Partners’s HF Sinclair DINO Stock Holding History

Wealthcare Advisory Partners’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	-34	Closed	-$1K	–	857
2021 Q1	$1K	Buy	+34	New	+$1.14K	﹤0.01%	1968
2020 Q2	–	Sell	-354	Closed	-$9K	–	557
2020 Q1	$9K	Sell	354 -480	-58%	-$17.9K	﹤0.01%	942
2019 Q4	$42K	Buy	834 +650	+353%	+$34.5K	0.01%	588
2019 Q3	$10K	Hold	184	–	–	﹤0.01%	917
2019 Q2	$9K	Sell	184 -50	-21%	-$2.23K	﹤0.01%	931
2019 Q1	$12K	Sell	234 -200	-46%	-$10.6K	﹤0.01%	772
2018 Q4	$22K	Sell	434 -683	-61%	-$41.8K	﹤0.01%	600
2018 Q3	$78K	Sell	1,117 -499	-31%	-$35.2K	0.01%	378
2018 Q2	$111K	Sell	1,616 -105	-6%	-$7K	0.02%	308
2018 Q1	$84K	Sell	1,721 -517	-23%	-$24.6K	0.02%	313
2017 Q4	$115K	Buy	2,238 +2	+0.1%	+$85	0.03%	237
2017 Q3	$80K	Buy	+2,236	New	+$67.2K	0.02%	244

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

Wealthcare Advisory Partners's DINO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of HF Sinclair (DINO) in Q2 2021, closing a stake of 34 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in DINO in Q3 2017 and held it in 12 quarters. The position peaked at $115K in Q4 2017. 409 funds tracked by Wall St. Rank hold DINO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining HF Sinclair position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 34 HF Sinclair shares in Q2 2021, an estimated $1K.
Wealthcare Advisory Partners first reported a position in HF Sinclair in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's HF Sinclair position peaked at $115K in Q4 2017.
409 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.