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One Wealth Advisors’s Imperial Oil IMO Stock Holding History

One Wealth Advisors’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
-391
Closed -$19.1K – 390
2022
Q4 		$19.1K Buy
+391
New +$20.1K ﹤0.01% 537

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

One Wealth Advisors's IMO Position: Q1 2023 in Review

One Wealth Advisors sold out of Imperial Oil (IMO) in Q1 2023, closing a stake of 391 shares — an estimated $19.1K sold.

One Wealth Advisors first reported a position in IMO in Q4 2022 and held it in 1 quarter. The position peaked at $19.1K in Q4 2022. 263 funds tracked by Wall St. Rank hold IMO as of Q1 2023.

  • One Wealth Advisors reported no remaining Imperial Oil position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 391 Imperial Oil shares in Q1 2023, an estimated $19.1K.
  • One Wealth Advisors first reported a position in Imperial Oil in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's Imperial Oil position peaked at $19.1K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.