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Money Concepts Capital’s Imperial Oil IMO Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-75
Closed -$3.66K – 1677
2022
Q4 		$3.66K Buy
+75
New +$3.87K ﹤0.01% 2477
2022
Q3 		– Sell
-25
Closed -$1K – 1609
2022
Q2 		$1K Hold
25
– – ﹤0.01% 1378
2022
Q1 		$1K Buy
+25
New +$1.07K ﹤0.01% 2575

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 $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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Money Concepts Capital's IMO Position: Q1 2023 in Review

Money Concepts Capital sold out of Imperial Oil (IMO) in Q1 2023, closing a stake of 75 shares — an estimated $3.66K sold.

Money Concepts Capital first reported a position in IMO in Q1 2022 and held it in 3 quarters. The position peaked at $3.66K in Q4 2022. 263 funds tracked by Wall St. Rank hold IMO as of Q1 2023.

  • Money Concepts Capital reported no remaining Imperial Oil position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 75 Imperial Oil shares in Q1 2023, an estimated $3.66K.
  • Money Concepts Capital first reported a position in Imperial Oil in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Imperial Oil position peaked at $3.66K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.