Wipfli Financial Advisors’s TransAlta TAC Stock Holding History

Wipfli Financial 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 Q3	$8K	Buy	+927	New	+$9.53K	﹤0.01%	1936

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

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wipfli Financial Advisors's TAC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in TransAlta (TAC) in Q3 2022: 927 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1936 among its holdings.

103 funds tracked by Wall St. Rank hold TAC as of Q3 2022.

Wipfli Financial Advisors held 927 shares of TransAlta worth $8K as of Q3 2022.
TransAlta was a new Wipfli Financial Advisors position in Q3 2022.
TransAlta made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1936 holding.
103 funds tracked by Wall St. Rank held TransAlta as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.