First Trust Direct Indexing’s Imperial Oil IMO Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-2,941	Closed	-$207K	–	432
2024 Q3	$207K	Buy	+2,941	New	+$208K	0.01%	905

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

First Trust Direct Indexing's IMO Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Imperial Oil (IMO) in Q4 2024, closing a stake of 2,941 shares — an estimated $207K sold.

First Trust Direct Indexing first reported a position in IMO in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 305 funds tracked by Wall St. Rank hold IMO as of Q4 2024.

First Trust Direct Indexing reported no remaining Imperial Oil position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,941 Imperial Oil shares in Q4 2024, an estimated $207K.
First Trust Direct Indexing first reported a position in Imperial Oil in Q3 2024 and held it in 1 quarter.
First Trust Direct Indexing's Imperial Oil position peaked at $207K in Q3 2024.
305 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.