Kings Point Capital Management’s Imperial Oil IMO Stock Holding History

Kings Point Capital 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
2022 Q1	$43K	Hold	900	–	–	﹤0.01%	369
2021 Q4	$32K	Hold	900	–	–	﹤0.01%	457
2021 Q3	$28K	Hold	900	–	–	﹤0.01%	441
2021 Q2	$27K	Hold	900	–	–	﹤0.01%	424
2021 Q1	$22K	Hold	900	–	–	﹤0.01%	443
2020 Q4	$17K	Buy	+900	New	+$14.4K	﹤0.01%	437

Other funds holding IMO

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Kings Point Capital Management's IMO Position: Q1 2022 in Review

Kings Point Capital Management held its Imperial Oil (IMO) position steady in Q1 2022 at 900 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Kings Point Capital Management first reported a position in IMO in Q4 2020 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold IMO as of Q1 2022.

Kings Point Capital Management held 900 shares of Imperial Oil worth $43K as of Q1 2022.
Kings Point Capital Management left its Imperial Oil share count unchanged in Q1 2022.
Imperial Oil made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #369 holding.
Kings Point Capital Management first reported a position in Imperial Oil in Q4 2020 and has held it in 6 quarters since.
248 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.