BOK Financial Private Wealth’s Imperial Oil IMO Stock Holding History

BOK Financial Private Wealth’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
2023 Q2	–	Sell	-53	Closed	-$2.69K	–	412
2023 Q1	$2.69K	Buy	+53	New	+$2.65K	﹤0.01%	402

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BOK Financial Private Wealth's IMO Position: Q2 2023 in Review

BOK Financial Private Wealth sold out of Imperial Oil (IMO) in Q2 2023, closing a stake of 53 shares — an estimated $2.69K sold.

BOK Financial Private Wealth first reported a position in IMO in Q1 2023 and held it in 1 quarter. The position peaked at $2.69K in Q1 2023. 260 funds tracked by Wall St. Rank hold IMO as of Q2 2023.

BOK Financial Private Wealth reported no remaining Imperial Oil position as of Q2 2023 after selling out during the quarter.
BOK Financial Private Wealth sold 53 Imperial Oil shares in Q2 2023, an estimated $2.69K.
BOK Financial Private Wealth first reported a position in Imperial Oil in Q1 2023 and held it in 1 quarter.
BOK Financial Private Wealth's Imperial Oil position peaked at $2.69K in Q1 2023.
260 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2023.

Based on BOK Financial Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.