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Wipfli Financial Advisors’s HF Sinclair DINO Stock Holding History

Wipfli Financial 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
2022
Q3 		$187K Buy
+3,479
New +$172K 0.01% 470

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wipfli Financial Advisors's DINO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in HF Sinclair (DINO) in Q3 2022: 3,479 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings.

473 funds tracked by Wall St. Rank hold DINO as of Q3 2022.

  • Wipfli Financial Advisors held 3,479 shares of HF Sinclair worth $187K as of Q3 2022.
  • HF Sinclair was a new Wipfli Financial Advisors position in Q3 2022.
  • HF Sinclair made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #470 holding.
  • 473 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.