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Mark Sheptoff Financial Planning’s Imperial Oil IMO Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-36
Closed -$2K – 381
2022
Q2 		$2K Hold
36
– – ﹤0.01% 337
2022
Q1 		$2K Hold
36
– – ﹤0.01% 381
2021
Q4 		$1K Buy
+36
New +$1.24K ﹤0.01% 439

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mark Sheptoff Financial Planning's IMO Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of Imperial Oil (IMO) in Q3 2022, closing a stake of 36 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in IMO in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 251 funds tracked by Wall St. Rank hold IMO as of Q3 2022.

  • Mark Sheptoff Financial Planning reported no remaining Imperial Oil position as of Q3 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 36 Imperial Oil shares in Q3 2022, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Imperial Oil in Q4 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Imperial Oil position peaked at $2K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.