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Bartlett & Co Wealth Management’s Imperial Oil IMO Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-54
Closed -$2.54K – 1232
2022
Q2 		$2.54K Buy
+54
New +$2.76K ﹤0.01% 1147

Other funds holding IMO

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bartlett & Co Wealth Management's IMO Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Imperial Oil (IMO) in Q3 2022, closing a stake of 54 shares — an estimated $2.54K sold.

Bartlett & Co Wealth Management first reported a position in IMO in Q2 2022 and held it in 1 quarter. The position peaked at $2.54K in Q2 2022. 251 funds tracked by Wall St. Rank hold IMO as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Imperial Oil position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 54 Imperial Oil shares in Q3 2022, an estimated $2.54K.
  • Bartlett & Co Wealth Management first reported a position in Imperial Oil in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Imperial Oil position peaked at $2.54K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.