AWM
IMO icon

Accel Wealth Management’s Imperial Oil IMO Stock Holding History

Accel Wealth Management’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$2K – 885
2020
Q4 		$2K Buy
+100
New +$1.6K ﹤0.01% 787

Other funds holding IMO

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Accel Wealth Management's IMO Position: Q1 2021 in Review

Accel Wealth Management sold out of Imperial Oil (IMO) in Q1 2021, closing a stake of 100 shares — an estimated $2K sold.

Accel Wealth Management first reported a position in IMO in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 185 funds tracked by Wall St. Rank hold IMO as of Q1 2021.

  • Accel Wealth Management reported no remaining Imperial Oil position as of Q1 2021 after selling out during the quarter.
  • Accel Wealth Management sold 100 Imperial Oil shares in Q1 2021, an estimated $2K.
  • Accel Wealth Management first reported a position in Imperial Oil in Q4 2020 and held it in 1 quarter.
  • Accel Wealth Management's Imperial Oil position peaked at $2K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2021.

Based on Accel Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.