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Laurel Wealth Advisors (California)’s Imperial Oil IMO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.13M Sell
23,140
-3,160
-12% -$163K 0.11% 193
2022
Q3 		$1.14M Hold
26,300
– – 0.12% 186
2022
Q2 		$1.24M Sell
26,300
-1,600
-6% -$81.8K 0.13% 184
2022
Q1 		$1.35M Buy
+27,900
New +$1.2M 0.11% 195

Other funds holding IMO

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IMO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Imperial Oil (IMO) stake by 12% in Q4 2022, selling an estimated $163K and leaving 23,140 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #193.

Laurel Wealth Advisors (California) first reported a position in IMO in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.35M in Q1 2022. 271 funds tracked by Wall St. Rank hold IMO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 23,140 shares of Imperial Oil worth $1.13M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 3,160 Imperial Oil shares in Q4 2022, an estimated $163K.
  • Imperial Oil made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #193 holding.
  • Laurel Wealth Advisors (California) first reported a position in Imperial Oil in Q1 2022 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s Imperial Oil position peaked at $1.35M in Q1 2022.
  • 271 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.