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RGT Wealth Advisors’s Imperial Oil IMO Stock Holding History

RGT 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
2022
Q1 		– Sell
-39
Closed -$1K – 208
2021
Q4 		$1K Buy
+39
New +$1.34K ﹤0.01% 324

Other funds holding IMO

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

RGT Wealth Advisors's IMO Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Imperial Oil (IMO) in Q1 2022, closing a stake of 39 shares — an estimated $1K sold.

RGT Wealth Advisors first reported a position in IMO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 248 funds tracked by Wall St. Rank hold IMO as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Imperial Oil position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 39 Imperial Oil shares in Q1 2022, an estimated $1K.
  • RGT Wealth Advisors first reported a position in Imperial Oil in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's Imperial Oil position peaked at $1K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.