Spire Wealth Management’s TransAlta TAC Stock Holding History

Spire Wealth 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
2025 Q1	–	Sell	-541	Closed	-$7.66K	–	2572
2024 Q4	$7.66K	Hold	541	–	–	﹤0.01%	1914
2024 Q3	$5.61K	Buy	+541	New	+$4.5K	﹤0.01%	1792
2024 Q2	–	Sell	-726	Closed	-$4.67K	–	2382
2024 Q1	$4.67K	Hold	726	–	–	﹤0.01%	1946
2023 Q4	$5.5K	Buy	+726	New	+$5.87K	﹤0.01%	1931

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

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

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

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

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

RCMNY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Spire Wealth Management's TAC Position: Q1 2025 in Review

Spire Wealth Management sold out of TransAlta (TAC) in Q1 2025, closing a stake of 541 shares — an estimated $7.66K sold.

Spire Wealth Management first reported a position in TAC in Q4 2023 and held it in 4 quarters. The position peaked at $7.66K in Q4 2024. 162 funds tracked by Wall St. Rank hold TAC as of Q1 2025.

Spire Wealth Management reported no remaining TransAlta position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 541 TransAlta shares in Q1 2025, an estimated $7.66K.
Spire Wealth Management first reported a position in TransAlta in Q4 2023 and held it in 4 quarters.
Spire Wealth Management's TransAlta position peaked at $7.66K in Q4 2024.
162 funds tracked by Wall St. Rank held TransAlta as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.