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Oliver Lagore Vanvalin Investment Group’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		– Sell
-25
Closed -$1.21K – 767
2024
Q1 		$1.21K Buy
+25
New +$1.17K ﹤0.01% 648

Other funds holding HLAL

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Oliver Lagore Vanvalin Investment Group's HLAL Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q2 2024, closing a stake of 25 shares — an estimated $1.21K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in HLAL in Q1 2024 and held it in 1 quarter. The position peaked at $1.21K in Q1 2024. 36 funds tracked by Wall St. Rank hold HLAL as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Wahed FTSE USA Shariah ETF position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 25 Wahed FTSE USA Shariah ETF shares in Q2 2024, an estimated $1.21K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Wahed FTSE USA Shariah ETF in Q1 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Wahed FTSE USA Shariah ETF position peaked at $1.21K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.