AFO
AZUL

Allie Family Office’s Azul AZUL Stock Holding History

Allie Family Office’s Portfolio AZUL Stock Details AZUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36,690
Closed -$224K – 77
2022
Q4 		$224K Hold
36,690
– – 0.18% 68
2022
Q3 		$299K Hold
36,690
– – 0.26% 53
2022
Q2 		$260K Hold
36,690
– – 0.21% 59
2022
Q1 		$552K Hold
36,690
– – 0.42% 38
2021
Q4 		$484K Buy
+36,690
New +$557K 0.38% 51

Other funds holding AZUL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Allie Family Office's AZUL Position: Q1 2023 in Review

Allie Family Office sold out of Azul (AZUL) in Q1 2023, closing a stake of 36,690 shares — an estimated $224K sold.

Allie Family Office first reported a position in AZUL in Q4 2021 and held it in 5 quarters. The position peaked at $552K in Q1 2022. 61 funds tracked by Wall St. Rank hold AZUL as of Q1 2023.

  • Allie Family Office reported no remaining Azul position as of Q1 2023 after selling out during the quarter.
  • Allie Family Office sold 36,690 Azul shares in Q1 2023, an estimated $224K.
  • Allie Family Office first reported a position in Azul in Q4 2021 and held it in 5 quarters.
  • Allie Family Office's Azul position peaked at $552K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Azul as of Q1 2023.

Based on Allie Family Office's 13F filing for Q1 2023, filed 8 May 2023.