AWS
AZUL

Atria Wealth Solutions’s Azul AZUL Stock Holding History

Atria Wealth Solutions’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
-11,700
Closed -$71.5K – 1862
2022
Q4 		$71.5K Sell
11,700
-5,700
-33% -$44.5K ﹤0.01% 1714
2022
Q3 		$142K Hold
17,400
– – ﹤0.01% 1599
2022
Q2 		$124K Buy
17,400
+300
+2% +$3.62K ﹤0.01% 1510
2022
Q1 		$257K Buy
+17,100
New +$245K ﹤0.01% 1407

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 $93.1B AUM 28.26% 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 $858M AUM 47.1% 1-Year Est. Return

Atria Wealth Solutions's AZUL Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Azul (AZUL) in Q1 2023, closing a stake of 11,700 shares — an estimated $71.5K sold.

Atria Wealth Solutions first reported a position in AZUL in Q1 2022 and held it in 4 quarters. The position peaked at $257K in Q1 2022. 61 funds tracked by Wall St. Rank hold AZUL as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Azul position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,700 Azul shares in Q1 2023, an estimated $71.5K.
  • Atria Wealth Solutions first reported a position in Azul in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Azul position peaked at $257K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Azul as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.