Integrated Wealth Concepts’s Imperial Oil IMO Stock Holding History

Integrated Wealth Concepts’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
2026 Q1	$883K	Buy	+6,751	New	+$757K	0.01%	1191
2025 Q4	–	Sell	-6,745	Closed	-$612K	–	1836
2025 Q3	$612K	Sell	6,745 -12	-0.2%	-$1.04K	0.01%	1245
2025 Q2	$537K	Sell	6,757 -1,773	-21%	-$127K	0.01%	1233
2025 Q1	$617K	Sell	8,530 -288	-3%	-$19.8K	0.01%	1050
2024 Q4	$543K	Sell	8,818 -822	-9%	-$59.6K	0.01%	1089
2024 Q3	$679K	Buy	9,640 +416	+5%	+$29.4K	0.01%	955
2024 Q2	$630K	Buy	9,224 +374	+4%	+$25.8K	0.01%	955
2024 Q1	$612K	Sell	8,850 -1,600	-15%	-$97.7K	0.01%	957
2023 Q4	$598K	Sell	10,450 -8,232	-44%	-$473K	0.01%	919
2023 Q3	$1.15M	Sell	18,682 -724	-4%	-$39.7K	0.02%	634
2023 Q2	$993K	Sell	19,406 -618	-3%	-$30.7K	0.02%	686
2023 Q1	$1.02M	Buy	+20,024	New	+$999K	0.02%	608

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 $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return