Wealthfront’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$508K Buy
7,265
+3,770
+108% +$266K ﹤0.01% 373
2018
Q2
$239K Buy
+3,495
New +$233K ﹤0.01% 468
2015
Q4
Sell
-2,251
Closed -$110K 466
2015
Q3
$110K Buy
2,251
+660
+41% +$31.4K ﹤0.01% 386
2015
Q2
$68K Buy
1,591
+923
+138% +$37.3K ﹤0.01% 467
2015
Q1
$27K Buy
668
+664
+16,600% +$25.5K ﹤0.01% 525
2014
Q4
$0 Buy
+4
New +$167 ﹤0.01% 750

Other funds holding DINO

Wealthfront's DINO Position: Q3 2018 in Review

Wealthfront increased its HF Sinclair (DINO) stake by 108% in Q3 2018, buying an estimated $266K and bringing the position to 7,265 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Wealthfront first reported a position in DINO in Q4 2014 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold DINO as of Q3 2018.

  • Wealthfront held 7,265 shares of HF Sinclair worth $508K as of Q3 2018.
  • Wealthfront bought 3,770 HF Sinclair shares in Q3 2018, an estimated $266K.
  • HF Sinclair made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #373 holding.
  • Wealthfront first reported a position in HF Sinclair in Q4 2014 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.