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Golden State Equity Partners’s Imperial Oil IMO Stock Holding History

Golden State Equity Partners’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
-102
Closed -$7.18K – 650
2024
Q3 		$7.18K Buy
+102
New +$7.22K ﹤0.01% 604

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Golden State Equity Partners's IMO Position: Q4 2024 in Review

Golden State Equity Partners sold out of Imperial Oil (IMO) in Q4 2024, closing a stake of 102 shares — an estimated $7.18K sold.

Golden State Equity Partners first reported a position in IMO in Q3 2024 and held it in 1 quarter. The position peaked at $7.18K in Q3 2024. 305 funds tracked by Wall St. Rank hold IMO as of Q4 2024.

  • Golden State Equity Partners reported no remaining Imperial Oil position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 102 Imperial Oil shares in Q4 2024, an estimated $7.18K.
  • Golden State Equity Partners first reported a position in Imperial Oil in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Imperial Oil position peaked at $7.18K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.