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Legacy Capital Group California’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Legacy Capital Group California’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
-11,676
Closed -$484K – 285
2023
Q3 		$484K Sell
11,676
-866
-7% -$37.1K 0.21% 146
2023
Q2 		$537K Buy
+12,542
New +$504K 0.22% 142

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

Legacy Capital Group California's HLAL Position: Q4 2023 in Review

Legacy Capital Group California sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q4 2023, closing a stake of 11,676 shares — an estimated $484K sold.

Legacy Capital Group California first reported a position in HLAL in Q2 2023 and held it in 2 quarters. The position peaked at $537K in Q2 2023. 27 funds tracked by Wall St. Rank hold HLAL as of Q4 2023.

  • Legacy Capital Group California reported no remaining Wahed FTSE USA Shariah ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 11,676 Wahed FTSE USA Shariah ETF shares in Q4 2023, an estimated $484K.
  • Legacy Capital Group California first reported a position in Wahed FTSE USA Shariah ETF in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Wahed FTSE USA Shariah ETF position peaked at $537K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.