Evoke Wealth’s Imperial Oil IMO Stock Holding History

Evoke 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
2022 Q4	–	Sell	-86	Closed	-$4K	–	736
2022 Q3	$4K	Hold	86	–	–	﹤0.01%	920
2022 Q2	$4K	Hold	86	–	–	﹤0.01%	933
2022 Q1	$4K	Hold	86	–	–	﹤0.01%	951
2021 Q4	$3K	Sell	86 -171	-67%	-$5.88K	﹤0.01%	992
2021 Q3	$8K	Buy	257 +171	+199%	+$4.73K	﹤0.01%	772
2021 Q2	$3K	Hold	86	–	–	﹤0.01%	987
2021 Q1	$2K	Hold	86	–	–	﹤0.01%	1033
2020 Q4	$2K	Hold	86	–	–	﹤0.01%	890
2020 Q3	$1K	Sell	86 -20	-19%	-$313	﹤0.01%	939
2020 Q2	$2K	Buy	+106	New	+$1.59K	﹤0.01%	866
2020 Q1	–	Sell	-5	Closed	-$132	–	1241
2019 Q4	$132	Buy	+5	New	+$127	﹤0.01%	1238

Other funds holding IMO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Evoke Wealth's IMO Position: Q4 2022 in Review

Evoke Wealth sold out of Imperial Oil (IMO) in Q4 2022, closing a stake of 86 shares — an estimated $4K sold.

Evoke Wealth first reported a position in IMO in Q4 2019 and held it in 11 quarters. The position peaked at $8K in Q3 2021. 271 funds tracked by Wall St. Rank hold IMO as of Q4 2022.

Evoke Wealth reported no remaining Imperial Oil position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 86 Imperial Oil shares in Q4 2022, an estimated $4K.
Evoke Wealth first reported a position in Imperial Oil in Q4 2019 and held it in 11 quarters.
Evoke Wealth's Imperial Oil position peaked at $8K in Q3 2021.
271 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.