Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s TransAlta TAC Stock Holding History

Cambridge Investment Research 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
2025
Q1 		– Sell
-21,337
Closed -$302K – 3627
2024
Q4 		$302K Buy
+21,337
New +$244K ﹤0.01% 2826
2022
Q1 		– Sell
-38,818
Closed -$432K – 3307
2021
Q4 		$432K Buy
38,818
+18,871
+95% +$206K ﹤0.01% 2228
2021
Q3 		$211K Buy
+19,947
New +$200K ﹤0.01% 2771

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors's TAC Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of TransAlta (TAC) in Q1 2025, closing a stake of 21,337 shares — an estimated $302K sold.

Cambridge Investment Research Advisors first reported a position in TAC in Q3 2021 and held it in 3 quarters. The position peaked at $432K in Q4 2021. 162 funds tracked by Wall St. Rank hold TAC as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining TransAlta position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 21,337 TransAlta shares in Q1 2025, an estimated $302K.
  • Cambridge Investment Research Advisors first reported a position in TransAlta in Q3 2021 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's TransAlta position peaked at $432K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held TransAlta as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.