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Basecamp Wealth Advisors’s TransAlta TAC Stock Holding History

Basecamp Wealth Advisors’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$719 Sell
52
-1,301
-96% -$17.2K ﹤0.01% 1580
2026
Q1 		$17.7K Sell
1,353
-51
-4% -$657 ﹤0.01% 864
2025
Q4 		$17.7K Buy
+1,404
New +$21K ﹤0.01% 831

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Basecamp Wealth Advisors's TAC Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its TransAlta (TAC) stake by 96% in Q2 2026, selling an estimated $17.2K and leaving 52 shares worth $719. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Basecamp Wealth Advisors first reported a position in TAC in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.7K in Q4 2025. 178 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • Basecamp Wealth Advisors held 52 shares of TransAlta worth $719 as of Q2 2026.
  • Basecamp Wealth Advisors sold 1,301 TransAlta shares in Q2 2026, an estimated $17.2K.
  • TransAlta made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1580 holding.
  • Basecamp Wealth Advisors first reported a position in TransAlta in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's TransAlta position peaked at $17.7K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.