Baldwin Wealth Partners’s Imperial Oil IMO Stock Holding History

Baldwin Wealth Partners’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 Q3	–	Sell	-166	Closed	-$11.3K	–	1129
2024 Q2	$11.3K	Hold	166	–	–	﹤0.01%	525
2024 Q1	$11.5K	Hold	166	–	–	﹤0.01%	541
2023 Q4	$9.49K	Sell	166 -735	-82%	-$42.2K	﹤0.01%	580
2023 Q3	$55.5K	Hold	901	–	–	﹤0.01%	382
2023 Q2	$46.1K	Buy	901 +1	+0.1%	+$50	﹤0.01%	422
2023 Q1	$45.7K	Hold	900	–	–	﹤0.01%	432
2022 Q4	$43.9K	Buy	+900	New	+$46.4K	﹤0.01%	431

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

Baldwin Wealth Partners's IMO Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Imperial Oil (IMO) in Q3 2024, closing a stake of 166 shares — an estimated $11.3K sold.

Baldwin Wealth Partners first reported a position in IMO in Q4 2022 and held it in 7 quarters. The position peaked at $55.5K in Q3 2023. 299 funds tracked by Wall St. Rank hold IMO as of Q3 2024.

Baldwin Wealth Partners reported no remaining Imperial Oil position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 166 Imperial Oil shares in Q3 2024, an estimated $11.3K.
Baldwin Wealth Partners first reported a position in Imperial Oil in Q4 2022 and held it in 7 quarters.
Baldwin Wealth Partners's Imperial Oil position peaked at $55.5K in Q3 2023.
299 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.