Wingate Wealth Advisors’s Imperial Oil IMO Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-662	Closed	-$40.8K	–	247
2024 Q4	$40.8K	Buy	+662	New	+$48K	0.04%	237

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wingate Wealth Advisors's IMO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Imperial Oil (IMO) in Q1 2025, closing a stake of 662 shares — an estimated $40.8K sold.

Wingate Wealth Advisors first reported a position in IMO in Q4 2024 and held it in 1 quarter. The position peaked at $40.8K in Q4 2024. 309 funds tracked by Wall St. Rank hold IMO as of Q1 2025.

Wingate Wealth Advisors reported no remaining Imperial Oil position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 662 Imperial Oil shares in Q1 2025, an estimated $40.8K.
Wingate Wealth Advisors first reported a position in Imperial Oil in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Imperial Oil position peaked at $40.8K in Q4 2024.
309 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.