Affinity Capital Advisors’s Imperial Oil IMO Stock Holding History

Affinity Capital Advisors’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
2024 Q2	–	Sell	-5,863	Closed	-$405K	–	152
2024 Q1	$405K	Buy	+5,863	New	+$358K	0.09%	105

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Affinity Capital Advisors's IMO Position: Q2 2024 in Review

Affinity Capital Advisors sold out of Imperial Oil (IMO) in Q2 2024, closing a stake of 5,863 shares — an estimated $405K sold.

Affinity Capital Advisors first reported a position in IMO in Q1 2024 and held it in 1 quarter. The position peaked at $405K in Q1 2024. 292 funds tracked by Wall St. Rank hold IMO as of Q2 2024.

Affinity Capital Advisors reported no remaining Imperial Oil position as of Q2 2024 after selling out during the quarter.
Affinity Capital Advisors sold 5,863 Imperial Oil shares in Q2 2024, an estimated $405K.
Affinity Capital Advisors first reported a position in Imperial Oil in Q1 2024 and held it in 1 quarter.
Affinity Capital Advisors's Imperial Oil position peaked at $405K in Q1 2024.
292 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2024.

Based on Affinity Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.