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WR Wealth Planners’s HF Sinclair DINO Stock Holding History

WR Wealth Planners’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
Q4 		$2.1K Buy
+60
New +$2.45K ﹤0.01% 851

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's DINO Position: Q4 2024 in Review

WR Wealth Planners opened a new position in HF Sinclair (DINO) in Q4 2024: 60 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings.

545 funds tracked by Wall St. Rank hold DINO as of Q4 2024.

  • WR Wealth Planners held 60 shares of HF Sinclair worth $2.1K as of Q4 2024.
  • HF Sinclair was a new WR Wealth Planners position in Q4 2024.
  • HF Sinclair made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #851 holding.
  • 545 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.