Fortis Advisors’s Imperial Oil IMO Stock Holding History

Fortis 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	-500	Closed	-$25.4K	–	166
2023 Q1	$25.4K	Hold	500	–	–	0.02%	175
2022 Q4	$24.4K	Hold	500	–	–	0.02%	174
2022 Q3	$22K	Hold	500	–	–	0.02%	175
2022 Q2	$24K	Hold	500	–	–	0.02%	189
2022 Q1	$24K	Buy	+500	New	+$21.5K	0.01%	212

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

Fortis Advisors's IMO Position: Q2 2023 in Review

Fortis Advisors sold out of Imperial Oil (IMO) in Q2 2023, closing a stake of 500 shares — an estimated $25.4K sold.

Fortis Advisors first reported a position in IMO in Q1 2022 and held it in 5 quarters. The position peaked at $25.4K in Q1 2023. 260 funds tracked by Wall St. Rank hold IMO as of Q2 2023.

Fortis Advisors reported no remaining Imperial Oil position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 500 Imperial Oil shares in Q2 2023, an estimated $25.4K.
Fortis Advisors first reported a position in Imperial Oil in Q1 2022 and held it in 5 quarters.
Fortis Advisors's Imperial Oil position peaked at $25.4K in Q1 2023.
260 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.