J. Goldman & Co’s TransAlta TAC Stock Holding History

J. Goldman & Co’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 Q3	–	Sell	-150,000	Closed	-$1.62M	–	600
2025 Q2	$1.62M	Buy	+150,000	New	+$1.43M	0.04%	299

Other funds holding TAC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J. Goldman & Co's TAC Position: Q4 2024 in Review

J. Goldman & Co sold out of TransAlta (TAC) in Q4 2024, closing a stake of 953,500 shares — an estimated $9.88M sold.

J. Goldman & Co first reported a position in TAC in Q2 2024 and held it in 2 quarters. The position peaked at $9.88M in Q3 2024. 185 funds tracked by Wall St. Rank hold TAC as of Q4 2024.

J. Goldman & Co reported no remaining TransAlta position as of Q4 2024 after selling out during the quarter.
J. Goldman & Co sold 953,500 TransAlta shares in Q4 2024, an estimated $9.88M.
J. Goldman & Co first reported a position in TransAlta in Q2 2024 and held it in 2 quarters.
J. Goldman & Co's TransAlta position peaked at $9.88M in Q3 2024.
185 funds tracked by Wall St. Rank held TransAlta as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.