IAA
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Independent Advisor Alliance’s Imperial Oil IMO Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-12,296
Closed -$839K – 733
2024
Q2 		$839K Buy
+12,296
New +$847K 0.03% 360

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
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

Independent Advisor Alliance's IMO Position: Q3 2024 in Review

Independent Advisor Alliance sold out of Imperial Oil (IMO) in Q3 2024, closing a stake of 12,296 shares — an estimated $839K sold.

Independent Advisor Alliance first reported a position in IMO in Q2 2024 and held it in 1 quarter. The position peaked at $839K in Q2 2024. 299 funds tracked by Wall St. Rank hold IMO as of Q3 2024.

  • Independent Advisor Alliance reported no remaining Imperial Oil position as of Q3 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,296 Imperial Oil shares in Q3 2024, an estimated $839K.
  • Independent Advisor Alliance first reported a position in Imperial Oil in Q2 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Imperial Oil position peaked at $839K in Q2 2024.
  • 299 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2024.

Based on Independent Advisor Alliance's 13F filing for Q3 2024, filed 13 Nov 2024.