FinTrust Capital Advisors’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$45.9K	Sell	878 -15	-2%	-$762	0.01%	591
2024 Q2	$45.2K	Sell	893 -4	-0.4%	-$194	0.01%	562
2024 Q1	$43.4K	Hold	897	–	–	0.01%	565
2023 Q4	$40.8K	Hold	897	–	–	0.01%	542
2023 Q3	$37.2K	Sell	897 -10	-1%	-$428	0.01%	518
2023 Q2	$31.9K	Hold	907	–	–	0.01%	535
2023 Q1	$31.9K	Hold	907	–	–	0.01%	534
2022 Q4	$31.9K	Hold	907	–	–	0.01%	533
2022 Q3	$31K	Hold	907	–	–	0.01%	616
2022 Q2	$33K	Buy	+907	New	+$34.6K	0.01%	603

Other funds holding HLAL

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

FinTrust Capital Advisors's HLAL Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Wahed FTSE USA Shariah ETF (HLAL) stake by 1.7% in Q3 2024, selling an estimated $762 and leaving 878 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #591.

FinTrust Capital Advisors first reported a position in HLAL in Q2 2022 and has held it in 10 quarters since. 39 funds tracked by Wall St. Rank hold HLAL as of Q3 2024.

FinTrust Capital Advisors held 878 shares of Wahed FTSE USA Shariah ETF worth $45.9K as of Q3 2024.
FinTrust Capital Advisors sold 15 Wahed FTSE USA Shariah ETF shares in Q3 2024, an estimated $762.
Wahed FTSE USA Shariah ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #591 holding.
FinTrust Capital Advisors first reported a position in Wahed FTSE USA Shariah ETF in Q2 2022 and has held it in 10 quarters since.
39 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.