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GPS Wealth Strategies Group’s TransAlta TAC Stock Holding History

GPS Wealth Strategies Group’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
2021
Q3 		– Sell
-1,250
Closed -$12K – 1069
2021
Q2 		$12K Hold
1,250
– – ﹤0.01% 703
2021
Q1 		$11K Buy
+1,250
New +$11.1K ﹤0.01% 661

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

GPS Wealth Strategies Group's TAC Position: Q3 2021 in Review

GPS Wealth Strategies Group sold out of TransAlta (TAC) in Q3 2021, closing a stake of 1,250 shares — an estimated $12K sold.

GPS Wealth Strategies Group first reported a position in TAC in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 93 funds tracked by Wall St. Rank hold TAC as of Q3 2021.

  • GPS Wealth Strategies Group reported no remaining TransAlta position as of Q3 2021 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,250 TransAlta shares in Q3 2021, an estimated $12K.
  • GPS Wealth Strategies Group first reported a position in TransAlta in Q1 2021 and held it in 2 quarters.
  • GPS Wealth Strategies Group's TransAlta position peaked at $12K in Q2 2021.
  • 93 funds tracked by Wall St. Rank held TransAlta as of Q3 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2021, filed 20 Oct 2021.