LWM
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Laidlaw Wealth Management’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Laidlaw Wealth Management’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
2023
Q4 		– Sell
-5,473
Closed -$227K – 251
2023
Q3 		$227K Buy
5,473
+765
+16% +$32.7K 0.08% 242
2023
Q2 		$201K Buy
+4,708
New +$189K 0.04% 330

Other funds holding HLAL

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

Laidlaw Wealth Management's HLAL Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q4 2023, closing a stake of 5,473 shares — an estimated $227K sold.

Laidlaw Wealth Management first reported a position in HLAL in Q2 2023 and held it in 2 quarters. The position peaked at $227K in Q3 2023. 27 funds tracked by Wall St. Rank hold HLAL as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining Wahed FTSE USA Shariah ETF position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,473 Wahed FTSE USA Shariah ETF shares in Q4 2023, an estimated $227K.
  • Laidlaw Wealth Management first reported a position in Wahed FTSE USA Shariah ETF in Q2 2023 and held it in 2 quarters.
  • Laidlaw Wealth Management's Wahed FTSE USA Shariah ETF position peaked at $227K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.