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Tradition Wealth Management’s Imperial Oil IMO Stock Holding History

Tradition 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
Q4 		– Sell
-77
Closed -$5K – 1321
2023
Q3 		$5K Hold
77
– – ﹤0.01% 1182
2023
Q2 		$4K Buy
+77
New +$3.83K ﹤0.01% 1277

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's IMO Position: Q4 2023 in Review

Tradition Wealth Management sold out of Imperial Oil (IMO) in Q4 2023, closing a stake of 77 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in IMO in Q2 2023 and held it in 2 quarters. The position peaked at $5K in Q3 2023. 281 funds tracked by Wall St. Rank hold IMO as of Q4 2023.

  • Tradition Wealth Management reported no remaining Imperial Oil position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 77 Imperial Oil shares in Q4 2023, an estimated $5K.
  • Tradition Wealth Management first reported a position in Imperial Oil in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Imperial Oil position peaked at $5K in Q3 2023.
  • 281 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.