Legacy CG
HLAL icon

Legacy CG’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Legacy CG’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
2022
Q3 		– Sell
-735
Closed -$26K – 82
2022
Q2 		$26K Buy
+735
New +$28K 0.02% 79

Other funds holding HLAL

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Azzad Asset Management
Azzad Asset Management Falls Church, Virginia $1.11B AUM 30.88% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Vishria Bird Financial Group
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy CG's HLAL Position: Q3 2022 in Review

Legacy CG sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q3 2022, closing a stake of 735 shares — an estimated $26K sold.

Legacy CG first reported a position in HLAL in Q2 2022 and held it in 1 quarter. The position peaked at $26K in Q2 2022. 18 funds tracked by Wall St. Rank hold HLAL as of Q3 2022.

  • Legacy CG reported no remaining Wahed FTSE USA Shariah ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy CG sold 735 Wahed FTSE USA Shariah ETF shares in Q3 2022, an estimated $26K.
  • Legacy CG first reported a position in Wahed FTSE USA Shariah ETF in Q2 2022 and held it in 1 quarter.
  • Legacy CG's Wahed FTSE USA Shariah ETF position peaked at $26K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.