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Warren Street Wealth Advisors’s TransAlta TAC Stock Holding History

Warren Street Wealth 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
2026
Q1 		– Sell
-10,171
Closed -$131K – 143
2025
Q4 		$129K Buy
+10,171
New +$152K 0.04% 124

Other funds holding TAC

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Warren Street Wealth Advisors's TAC Position: Q1 2026 in Review

Warren Street Wealth Advisors sold out of TransAlta (TAC) in Q1 2026, closing a stake of 10,171 shares — an estimated $131K sold.

Warren Street Wealth Advisors first reported a position in TAC in Q4 2025 and held it in 1 quarter. The position peaked at $129K in Q4 2025. 178 funds tracked by Wall St. Rank hold TAC as of Q1 2026.

  • Warren Street Wealth Advisors reported no remaining TransAlta position as of Q1 2026 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 10,171 TransAlta shares in Q1 2026, an estimated $131K.
  • Warren Street Wealth Advisors first reported a position in TransAlta in Q4 2025 and held it in 1 quarter.
  • Warren Street Wealth Advisors's TransAlta position peaked at $129K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q1 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.