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Wealthspire Advisors (Maryland)’s HF Sinclair DINO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-509
Closed -$25K – 848
2019
Q1 		$25K Sell
509
-1,105
-68% -$58.8K ﹤0.01% 1185
2018
Q4 		$83K Buy
1,614
+44
+3% +$2.69K 0.01% 667
2018
Q3 		$110K Sell
1,570
-416
-21% -$29.4K 0.01% 646
2018
Q2 		$136K Sell
1,986
-631
-24% -$42K 0.01% 585
2018
Q1 		$128K Buy
2,617
+596
+29% +$28.3K 0.01% 612
2017
Q4 		$104K Sell
2,021
-834
-29% -$35.2K 0.01% 697
2017
Q3 		$103K Sell
2,855
-26
-0.9% -$782 0.01% 693
2017
Q2 		$79K Sell
2,881
-214
-7% -$5.71K 0.01% 786
2017
Q1 		$88K Buy
3,095
+83
+3% +$2.42K 0.01% 644
2016
Q4 		$99K Sell
3,012
-170
-5% -$4.71K 0.01% 585
2016
Q3 		$78K Buy
3,182
+3,110
+4,319% +$78.2K 0.01% 645
2016
Q2 		$2K Sell
72
-22
-23% -$655 ﹤0.01% 1500
2016
Q1 		$3K Sell
94
-28
-23% -$965 ﹤0.01% 1441
2015
Q4 		$5K Buy
+122
New +$5.78K ﹤0.01% 1342

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
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DINO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of HF Sinclair (DINO) in Q2 2019, closing a stake of 509 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in DINO in Q4 2015 and held it in 14 quarters. The position peaked at $136K in Q2 2018. 489 funds tracked by Wall St. Rank hold DINO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining HF Sinclair position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 509 HF Sinclair shares in Q2 2019, an estimated $25K.
  • Wealthspire Advisors (Maryland) first reported a position in HF Sinclair in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s HF Sinclair position peaked at $136K in Q2 2018.
  • 489 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.