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Moran Wealth Management’s Imperial Oil IMO Stock Holding History

Moran 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
2023
Q2 		– Sell
-18,056
Closed -$917K – 399
2023
Q1 		$917K Buy
18,056
+113
+0.6% +$5.64K 0.03% 259
2022
Q4 		$875K Buy
+17,943
New +$925K 0.03% 261

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
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Moran Wealth Management's IMO Position: Q2 2023 in Review

Moran Wealth Management sold out of Imperial Oil (IMO) in Q2 2023, closing a stake of 18,056 shares — an estimated $917K sold.

Moran Wealth Management first reported a position in IMO in Q4 2022 and held it in 2 quarters. The position peaked at $917K in Q1 2023. 260 funds tracked by Wall St. Rank hold IMO as of Q2 2023.

  • Moran Wealth Management reported no remaining Imperial Oil position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 18,056 Imperial Oil shares in Q2 2023, an estimated $917K.
  • Moran Wealth Management first reported a position in Imperial Oil in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's Imperial Oil position peaked at $917K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.