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Hartford Financial Management’s TransAlta TAC Stock Holding History

Hartford Financial Management’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
2024
Q2 		– Sell
-100
Closed -$643 – 419
2024
Q1 		$643 Hold
100
– – ﹤0.01% 379
2023
Q4 		$831 Hold
100
– – ﹤0.01% 382
2023
Q3 		$870 Hold
100
– – ﹤0.01% 382
2023
Q2 		$936 Hold
100
– – ﹤0.01% 359
2023
Q1 		$875 Hold
100
– – ﹤0.01% 371
2022
Q4 		$897 Hold
100
– – ﹤0.01% 364
2022
Q3 		$1K Hold
100
– – ﹤0.01% 376
2022
Q2 		$1K Hold
100
– – ﹤0.01% 382
2022
Q1 		$1K Buy
+100
New +$1.03K ﹤0.01% 382

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Hartford Financial Management's TAC Position: Q2 2024 in Review

Hartford Financial Management sold out of TransAlta (TAC) in Q2 2024, closing a stake of 100 shares — an estimated $643 sold.

Hartford Financial Management first reported a position in TAC in Q1 2022 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 141 funds tracked by Wall St. Rank hold TAC as of Q2 2024.

  • Hartford Financial Management reported no remaining TransAlta position as of Q2 2024 after selling out during the quarter.
  • Hartford Financial Management sold 100 TransAlta shares in Q2 2024, an estimated $643.
  • Hartford Financial Management first reported a position in TransAlta in Q1 2022 and held it in 9 quarters.
  • Hartford Financial Management's TransAlta position peaked at $1K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held TransAlta as of Q2 2024.

Based on Hartford Financial Management's 13F filing for Q2 2024, filed 9 Aug 2024.