Truist Financial
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Truist Financial’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Truist Financial’s Portfolio UMMA Stock Details UMMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,843
Closed -$201K – 2742
2023
Q4 		$201K Buy
+8,843
New +$186K ﹤0.01% 2500

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Truist Financial's UMMA Position: Q1 2024 in Review

Truist Financial sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q1 2024, closing a stake of 8,843 shares — an estimated $201K sold.

Truist Financial first reported a position in UMMA in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 17 funds tracked by Wall St. Rank hold UMMA as of Q1 2024.

  • Truist Financial reported no remaining Wahed Dow Jones Islamic World ETF position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 8,843 Wahed Dow Jones Islamic World ETF shares in Q1 2024, an estimated $201K.
  • Truist Financial first reported a position in Wahed Dow Jones Islamic World ETF in Q4 2023 and held it in 1 quarter.
  • Truist Financial's Wahed Dow Jones Islamic World ETF position peaked at $201K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.