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IFP Advisors’s TransAlta TAC Stock Holding History

IFP 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
2022
Q4 		– Sell
-438
Closed -$18K – 4828
2022
Q3 		$18K Sell
438
-68
-13% -$699 ﹤0.01% 3204
2022
Q2 		$18K Hold
506
– – ﹤0.01% 2960
2022
Q1 		$18K Buy
+506
New +$5.22K ﹤0.01% 2960
2017
Q4 		– Sell
-1,000
Closed -$6K – 4087
2017
Q3 		$6K Hold
1,000
– – ﹤0.01% 3329
2017
Q2 		$6K Buy
+1,000
New +$5.56K ﹤0.01% 3321

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
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

IFP Advisors's TAC Position: Q4 2022 in Review

IFP Advisors sold out of TransAlta (TAC) in Q4 2022, closing a stake of 438 shares — an estimated $18K sold.

IFP Advisors first reported a position in TAC in Q2 2017 and held it in 5 quarters. The position peaked at $18K in Q3 2022. 109 funds tracked by Wall St. Rank hold TAC as of Q4 2022.

  • IFP Advisors reported no remaining TransAlta position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 438 TransAlta shares in Q4 2022, an estimated $18K.
  • IFP Advisors first reported a position in TransAlta in Q2 2017 and held it in 5 quarters.
  • IFP Advisors's TransAlta position peaked at $18K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held TransAlta as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.