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WealthTrak Capital Management’s HF Sinclair DINO Stock Holding History

WealthTrak Capital Management’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
2025
Q1 		– Sell
-15
Closed -$526 – 1013
2024
Q4 		$526 Buy
+15
New +$614 ﹤0.01% 564

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrak Capital Management's DINO Position: Q1 2025 in Review

WealthTrak Capital Management sold out of HF Sinclair (DINO) in Q1 2025, closing a stake of 15 shares — an estimated $526 sold.

WealthTrak Capital Management first reported a position in DINO in Q4 2024 and held it in 1 quarter. The position peaked at $526 in Q4 2024. 506 funds tracked by Wall St. Rank hold DINO as of Q1 2025.

  • WealthTrak Capital Management reported no remaining HF Sinclair position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 15 HF Sinclair shares in Q1 2025, an estimated $526.
  • WealthTrak Capital Management first reported a position in HF Sinclair in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's HF Sinclair position peaked at $526 in Q4 2024.
  • 506 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.