FDx Advisors’s Imperial Oil IMO Stock Holding History

FDx 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
2023 Q2	–	Sell	-4,180	Closed	-$204K	–	793
2023 Q1	$204K	Hold	4,180	–	–	0.01%	704
2022 Q4	$204K	Buy	+4,180	New	+$215K	0.01%	704
2022 Q3	–	Sell	-4,263	Closed	-$201K	–	771
2022 Q2	$201K	Sell	4,263 -1,112	-21%	-$56.8K	0.01%	772
2022 Q1	$260K	Buy	+5,375	New	+$231K	0.01%	713
2015 Q3	–	Sell	-11,856	Closed	-$458K	–	809
2015 Q2	$458K	Buy	11,856 +3,656	+45%	+$151K	0.02%	609
2015 Q1	$328K	Sell	8,200 -3,602	-31%	-$140K	0.01%	1170
2014 Q4	$508K	Buy	11,802 +5,558	+89%	+$253K	0.03%	550
2014 Q3	$295K	Buy	6,244 +1,374	+28%	+$70.6K	0.02%	787
2014 Q2	$256K	Buy	4,870 +273	+6%	+$13.4K	0.02%	849
2014 Q1	$214K	Buy	+4,597	New	+$200K	0.02%	711

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

FDx Advisors's IMO Position: Q2 2023 in Review

FDx Advisors sold out of Imperial Oil (IMO) in Q2 2023, closing a stake of 4,180 shares — an estimated $204K sold.

FDx Advisors first reported a position in IMO in Q1 2014 and held it in 10 quarters. The position peaked at $508K in Q4 2014. 260 funds tracked by Wall St. Rank hold IMO as of Q2 2023.

FDx Advisors reported no remaining Imperial Oil position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 4,180 Imperial Oil shares in Q2 2023, an estimated $204K.
FDx Advisors first reported a position in Imperial Oil in Q1 2014 and held it in 10 quarters.
FDx Advisors's Imperial Oil position peaked at $508K in Q4 2014.
260 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.