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Optimum Investment Advisors’s Imperial Oil IMO Stock Holding History

Optimum Investment 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
Q2 		– Sell
-64
Closed -$3.25K – 730
2023
Q1 		$3.25K Hold
64
– – ﹤0.01% 651
2022
Q4 		$3.12K Hold
64
– – ﹤0.01% 660
2022
Q3 		$3K Buy
+64
New +$2.92K ﹤0.01% 693

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

Optimum Investment Advisors's IMO Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Imperial Oil (IMO) in Q2 2023, closing a stake of 64 shares — an estimated $3.25K sold.

Optimum Investment Advisors first reported a position in IMO in Q3 2022 and held it in 3 quarters. The position peaked at $3.25K in Q1 2023. 260 funds tracked by Wall St. Rank hold IMO as of Q2 2023.

  • Optimum Investment Advisors reported no remaining Imperial Oil position as of Q2 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 64 Imperial Oil shares in Q2 2023, an estimated $3.25K.
  • Optimum Investment Advisors first reported a position in Imperial Oil in Q3 2022 and held it in 3 quarters.
  • Optimum Investment Advisors's Imperial Oil position peaked at $3.25K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.