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Richardson Financial Services’s Imperial Oil IMO Stock Holding History

Richardson Financial Services’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
2024
Q2 		– Sell
-86
Closed -$5.95K – 608
2024
Q1 		$5.95K Sell
86
-253
-75% -$15.4K ﹤0.01% 457
2023
Q4 		$19.4K Buy
+339
New +$19.5K 0.02% 277

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Richardson Financial Services's IMO Position: Q2 2024 in Review

Richardson Financial Services sold out of Imperial Oil (IMO) in Q2 2024, closing a stake of 86 shares — an estimated $5.95K sold.

Richardson Financial Services first reported a position in IMO in Q4 2023 and held it in 2 quarters. The position peaked at $19.4K in Q4 2023. 292 funds tracked by Wall St. Rank hold IMO as of Q2 2024.

  • Richardson Financial Services reported no remaining Imperial Oil position as of Q2 2024 after selling out during the quarter.
  • Richardson Financial Services sold 86 Imperial Oil shares in Q2 2024, an estimated $5.95K.
  • Richardson Financial Services first reported a position in Imperial Oil in Q4 2023 and held it in 2 quarters.
  • Richardson Financial Services's Imperial Oil position peaked at $19.4K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2024.

Based on Richardson Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.