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Triad Wealth Partners’s Imperial Oil IMO Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-31
Closed -$2.12K – 450
2024
Q2 		$2.12K Buy
+31
New +$2.13K ﹤0.01% 750

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
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

Triad Wealth Partners's IMO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Imperial Oil (IMO) in Q3 2024, closing a stake of 31 shares — an estimated $2.12K sold.

Triad Wealth Partners first reported a position in IMO in Q2 2024 and held it in 1 quarter. The position peaked at $2.12K in Q2 2024. 299 funds tracked by Wall St. Rank hold IMO as of Q3 2024.

  • Triad Wealth Partners reported no remaining Imperial Oil position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 31 Imperial Oil shares in Q3 2024, an estimated $2.12K.
  • Triad Wealth Partners first reported a position in Imperial Oil in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Imperial Oil position peaked at $2.12K in Q2 2024.
  • 299 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.