SeaCrest Wealth Management’s Imperial Oil IMO Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-9,507	Closed	-$483K	–	643
2023 Q1	$483K	Buy	9,507 +1,048	+12%	+$52.3K	0.07%	332
2022 Q4	$412K	Sell	8,459 -2,130	-20%	-$110K	0.06%	369
2022 Q3	$458K	Buy	10,589 +362	+4%	+$16.5K	0.07%	320
2022 Q2	$482K	Buy	10,227 +873	+9%	+$44.6K	0.06%	328
2022 Q1	$453K	Buy	+9,354	New	+$401K	0.05%	387

Other funds holding IMO

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

SeaCrest Wealth Management's IMO Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of Imperial Oil (IMO) in Q2 2023, closing a stake of 9,507 shares — an estimated $483K sold.

SeaCrest Wealth Management first reported a position in IMO in Q1 2022 and held it in 5 quarters. The position peaked at $483K in Q1 2023. 260 funds tracked by Wall St. Rank hold IMO as of Q2 2023.

SeaCrest Wealth Management reported no remaining Imperial Oil position as of Q2 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 9,507 Imperial Oil shares in Q2 2023, an estimated $483K.
SeaCrest Wealth Management first reported a position in Imperial Oil in Q1 2022 and held it in 5 quarters.
SeaCrest Wealth Management's Imperial Oil position peaked at $483K in Q1 2023.
260 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.