AWA
AZUL

Arkadios Wealth Advisors’s Azul AZUL Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-1,000
Closed -$20K – 674
2021
Q3 		$20K Hold
1,000
– – ﹤0.01% 1206
2021
Q2 		$26K Hold
1,000
– – ﹤0.01% 1172
2021
Q1 		$20K Hold
1,000
– – ﹤0.01% 964
2020
Q4 		$22K Buy
+1,000
New +$17.9K ﹤0.01% 724

Other funds holding AZUL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

Arkadios Wealth Advisors's AZUL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Azul (AZUL) in Q4 2021, closing a stake of 1,000 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in AZUL in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q2 2021. 90 funds tracked by Wall St. Rank hold AZUL as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Azul position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,000 Azul shares in Q4 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in Azul in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Azul position peaked at $26K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held Azul as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.