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Freedman Financial Associates’s Imperial Oil IMO Stock Holding History

Freedman Financial Associates’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
2021
Q2 		– Sell
-6,921
Closed -$167K – 479
2021
Q1 		$167K Hold
6,921
– – 0.14% 68
2020
Q4 		$132K Buy
+6,921
New +$111K 0.12% 74

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Freedman Financial Associates's IMO Position: Q2 2021 in Review

Freedman Financial Associates sold out of Imperial Oil (IMO) in Q2 2021, closing a stake of 6,921 shares — an estimated $167K sold.

Freedman Financial Associates first reported a position in IMO in Q4 2020 and held it in 2 quarters. The position peaked at $167K in Q1 2021. 207 funds tracked by Wall St. Rank hold IMO as of Q2 2021.

  • Freedman Financial Associates reported no remaining Imperial Oil position as of Q2 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 6,921 Imperial Oil shares in Q2 2021, an estimated $167K.
  • Freedman Financial Associates first reported a position in Imperial Oil in Q4 2020 and held it in 2 quarters.
  • Freedman Financial Associates's Imperial Oil position peaked at $167K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2021.

Based on Freedman Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.