Advocacy Wealth Management Services’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Advocacy Wealth Management Services’s Portfolio HLAL Stock Details HLAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,100	Closed	-$304K	–	142
2020 Q3	$304K	Buy	+10,100	New	+$295K	0.05%	46

Other funds holding HLAL

AAM

Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Advocacy Wealth Management Services's HLAL Position: Q4 2020 in Review

Advocacy Wealth Management Services sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q4 2020, closing a stake of 10,100 shares — an estimated $304K sold.

Advocacy Wealth Management Services first reported a position in HLAL in Q3 2020 and held it in 1 quarter. The position peaked at $304K in Q3 2020. 7 funds tracked by Wall St. Rank hold HLAL as of Q4 2020.

Advocacy Wealth Management Services reported no remaining Wahed FTSE USA Shariah ETF position as of Q4 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 10,100 Wahed FTSE USA Shariah ETF shares in Q4 2020, an estimated $304K.
Advocacy Wealth Management Services first reported a position in Wahed FTSE USA Shariah ETF in Q3 2020 and held it in 1 quarter.
Advocacy Wealth Management Services's Wahed FTSE USA Shariah ETF position peaked at $304K in Q3 2020.
7 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q4 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2020, filed 6 Jan 2021.