Financial Life Planners’s Imperial Oil IMO Stock Holding History

Financial Life Planners’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
2025 Q1	–	Sell	-97	Closed	-$5.96K	–	219
2024 Q4	$5.96K	Buy	+97	New	+$7.03K	0.01%	290

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Financial Life Planners's IMO Position: Q1 2025 in Review

Financial Life Planners sold out of Imperial Oil (IMO) in Q1 2025, closing a stake of 97 shares — an estimated $5.96K sold.

Financial Life Planners first reported a position in IMO in Q4 2024 and held it in 1 quarter. The position peaked at $5.96K in Q4 2024. 309 funds tracked by Wall St. Rank hold IMO as of Q1 2025.

Financial Life Planners reported no remaining Imperial Oil position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 97 Imperial Oil shares in Q1 2025, an estimated $5.96K.
Financial Life Planners first reported a position in Imperial Oil in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Imperial Oil position peaked at $5.96K in Q4 2024.
309 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.