Valeo Financial Advisors’s Imperial Oil IMO Stock Holding History

Valeo Financial 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
2023 Q1	–	Sell	-4,189	Closed	-$204K	–	654
2022 Q4	$204K	Buy	+4,189	New	+$216K	0.01%	484
2022 Q2	–	Sell	-4,324	Closed	-$209K	–	574
2022 Q1	$209K	Buy	+4,324	New	+$186K	0.01%	538
2020 Q3	–	Sell	-72	Closed	-$1K	–	1849
2020 Q2	$1K	Buy	+72	New	+$1.08K	﹤0.01%	1897

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Valeo Financial Advisors's IMO Position: Q1 2023 in Review

Valeo Financial Advisors sold out of Imperial Oil (IMO) in Q1 2023, closing a stake of 4,189 shares — an estimated $204K sold.

Valeo Financial Advisors first reported a position in IMO in Q2 2020 and held it in 3 quarters. The position peaked at $209K in Q1 2022. 263 funds tracked by Wall St. Rank hold IMO as of Q1 2023.

Valeo Financial Advisors reported no remaining Imperial Oil position as of Q1 2023 after selling out during the quarter.
Valeo Financial Advisors sold 4,189 Imperial Oil shares in Q1 2023, an estimated $204K.
Valeo Financial Advisors first reported a position in Imperial Oil in Q2 2020 and held it in 3 quarters.
Valeo Financial Advisors's Imperial Oil position peaked at $209K in Q1 2022.
263 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2023.

Based on Valeo Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.