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Financial Management Professionals’s TransAlta TAC Stock Holding History

Financial Management Professionals’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
-4,087
Closed -$57.8K – 1042
2024
Q4 		$57.8K Hold
4,087
– – 0.01% 249
2024
Q3 		$42K Buy
+4,087
New +$34K 0.01% 285
2023
Q3 		– Sell
-3,112
Closed -$29K – 1044
2023
Q2 		$29K Buy
+3,112
New +$29.2K ﹤0.01% 347

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

Financial Management Professionals's TAC Position: Q1 2025 in Review

Financial Management Professionals sold out of TransAlta (TAC) in Q1 2025, closing a stake of 4,087 shares — an estimated $57.8K sold.

Financial Management Professionals first reported a position in TAC in Q2 2023 and held it in 3 quarters. The position peaked at $57.8K in Q4 2024. 162 funds tracked by Wall St. Rank hold TAC as of Q1 2025.

  • Financial Management Professionals reported no remaining TransAlta position as of Q1 2025 after selling out during the quarter.
  • Financial Management Professionals sold 4,087 TransAlta shares in Q1 2025, an estimated $57.8K.
  • Financial Management Professionals first reported a position in TransAlta in Q2 2023 and held it in 3 quarters.
  • Financial Management Professionals's TransAlta position peaked at $57.8K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held TransAlta as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.