Janiczek Wealth Management’s Imperial Oil IMO Stock Holding History

Janiczek Wealth Management’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 Q2	$2.46K	Sell	36 -8	-18%	-$551	﹤0.01%	832
2024 Q1	$3.04K	Hold	44	–	–	﹤0.01%	820
2023 Q4	$2.52K	Buy	44 +36	+450%	+$2.07K	﹤0.01%	830
2023 Q3	$494	Hold	8	–	–	﹤0.01%	974
2023 Q2	$410	Sell	8 -139	-95%	-$6.91K	﹤0.01%	925
2023 Q1	$8.21K	Hold	147	–	–	﹤0.01%	604
2022 Q4	$7.1K	Buy	147 +139	+1,738%	+$7.16K	﹤0.01%	620
2022 Q3	$0	Hold	8	–	–	﹤0.01%	980
2022 Q2	$0	Hold	8	–	–	﹤0.01%	999
2022 Q1	$0	Hold	8	–	–	﹤0.01%	1003
2021 Q4	$0	Buy	+8	New	+$275	﹤0.01%	1047

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Janiczek Wealth Management's IMO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Imperial Oil (IMO) stake by 18% in Q2 2024, selling an estimated $551 and leaving 36 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Janiczek Wealth Management first reported a position in IMO in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.21K in Q1 2023. 292 funds tracked by Wall St. Rank hold IMO as of Q2 2024.

Janiczek Wealth Management held 36 shares of Imperial Oil worth $2.46K as of Q2 2024.
Janiczek Wealth Management sold 8 Imperial Oil shares in Q2 2024, an estimated $551.
Imperial Oil made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #832 holding.
Janiczek Wealth Management first reported a position in Imperial Oil in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's Imperial Oil position peaked at $8.21K in Q1 2023.
292 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.