Patriot Financial Group Insurance Agency’s Imperial Oil IMO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-103	Closed	-$5K	–	1130
2022 Q2	$5K	Hold	103	–	–	﹤0.01%	1483
2022 Q1	$5K	Buy	103 +1	+1%	+$43	﹤0.01%	1609
2021 Q4	$4K	Buy	102 +1	+1%	+$34	﹤0.01%	1778
2021 Q3	$3K	Hold	101	–	–	﹤0.01%	1847
2021 Q2	$3K	Buy	101 +1	+1%	+$30	﹤0.01%	1784
2021 Q1	$2K	Buy	+100	New	+$2.21K	﹤0.01%	1778

Other funds holding IMO

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IMO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Imperial Oil (IMO) in Q3 2022, closing a stake of 103 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in IMO in Q1 2021 and held it in 6 quarters. The position peaked at $5K in Q2 2022. 251 funds tracked by Wall St. Rank hold IMO as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Imperial Oil position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 103 Imperial Oil shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Imperial Oil in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Imperial Oil position peaked at $5K in Q2 2022.
251 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.