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Sonora Investment Management’s TransAlta TAC Stock Holding History

Sonora Investment 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
2021
Q3 		$12K Hold
1,100
– – ﹤0.01% 748
2021
Q2 		$11K Hold
1,100
– – ﹤0.01% 700
2021
Q1 		$10K Hold
1,100
– – ﹤0.01% 1294
2020
Q4 		$8K Buy
+1,100
New +$7.35K ﹤0.01% 1312

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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 $13.2B AUM 32.43% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Sonora Investment Management's TAC Position: Q3 2021 in Review

Sonora Investment Management held its TransAlta (TAC) position steady in Q3 2021 at 1,100 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Sonora Investment Management first reported a position in TAC in Q4 2020 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold TAC as of Q3 2021.

  • Sonora Investment Management held 1,100 shares of TransAlta worth $12K as of Q3 2021.
  • Sonora Investment Management left its TransAlta share count unchanged in Q3 2021.
  • TransAlta made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #748 holding.
  • Sonora Investment Management first reported a position in TransAlta in Q4 2020 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held TransAlta as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.