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Wetzel Investment Advisors’s HF Sinclair DINO Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-3,080
Closed -$186K – 308
2024
Q2 		$186K Hold
3,080
– – 0.11% 120
2024
Q1 		$173K Hold
3,080
– – 0.1% 124
2023
Q4 		$171K Buy
+3,080
New +$168K 0.11% 124

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wetzel Investment Advisors's DINO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of HF Sinclair (DINO) in Q3 2024, closing a stake of 3,080 shares — an estimated $186K sold.

Wetzel Investment Advisors first reported a position in DINO in Q4 2023 and held it in 3 quarters. The position peaked at $186K in Q2 2024. 534 funds tracked by Wall St. Rank hold DINO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining HF Sinclair position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 3,080 HF Sinclair shares in Q3 2024, an estimated $186K.
  • Wetzel Investment Advisors first reported a position in HF Sinclair in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's HF Sinclair position peaked at $186K in Q2 2024.
  • 534 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.