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Wealthstar Advisors’s Imperial Oil IMO Stock Holding History

Wealthstar 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
Q4 		– Sell
-7,809
Closed -$481K – 131
2023
Q3 		$481K Buy
+7,809
New +$428K 0.18% 59

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

Wealthstar Advisors's IMO Position: Q4 2023 in Review

Wealthstar Advisors sold out of Imperial Oil (IMO) in Q4 2023, closing a stake of 7,809 shares — an estimated $481K sold.

Wealthstar Advisors first reported a position in IMO in Q3 2023 and held it in 1 quarter. The position peaked at $481K in Q3 2023. 281 funds tracked by Wall St. Rank hold IMO as of Q4 2023.

  • Wealthstar Advisors reported no remaining Imperial Oil position as of Q4 2023 after selling out during the quarter.
  • Wealthstar Advisors sold 7,809 Imperial Oil shares in Q4 2023, an estimated $481K.
  • Wealthstar Advisors first reported a position in Imperial Oil in Q3 2023 and held it in 1 quarter.
  • Wealthstar Advisors's Imperial Oil position peaked at $481K in Q3 2023.
  • 281 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2023.

Based on Wealthstar Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.