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Prestige Wealth Management Group’s Imperial Oil IMO Stock Holding History

Prestige Wealth Management Group’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
2020
Q1 		– Sell
-87
Closed -$2K – 953
2019
Q4 		$2K Buy
+87
New +$2.2K ﹤0.01% 502
2019
Q1 		– Sell
-20
Closed -$1K – 803
2018
Q4 		$1K Buy
+20
New +$608 ﹤0.01% 1039

Other funds holding IMO

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Prestige Wealth Management Group's IMO Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Imperial Oil (IMO) in Q1 2020, closing a stake of 87 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in IMO in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 177 funds tracked by Wall St. Rank hold IMO as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining Imperial Oil position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 87 Imperial Oil shares in Q1 2020, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in Imperial Oil in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Imperial Oil position peaked at $2K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.