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Paragon Wealth Strategies’s Imperial Oil IMO Stock Holding History

Paragon Wealth Strategies’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
-99
Closed -$4.83K – 132
2022
Q4 		$4.83K Buy
+99
New +$5.1K 0.01% 160

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

Paragon Wealth Strategies's IMO Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Imperial Oil (IMO) in Q1 2023, closing a stake of 99 shares — an estimated $4.83K sold.

Paragon Wealth Strategies first reported a position in IMO in Q4 2022 and held it in 1 quarter. The position peaked at $4.83K in Q4 2022. 263 funds tracked by Wall St. Rank hold IMO as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Imperial Oil position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 99 Imperial Oil shares in Q1 2023, an estimated $4.83K.
  • Paragon Wealth Strategies first reported a position in Imperial Oil in Q4 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's Imperial Oil position peaked at $4.83K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.