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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

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $989M AUM 27.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.