Avantax Advisory Services’s Azul AZUL Stock Holding History

Avantax Advisory Services’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
2025 Q2	–	Sell	-15,060	Closed	-$24.7K	–	2364
2025 Q1	$24.7K	Hold	15,060	–	–	﹤0.01%	2212
2024 Q4	$25.1K	Hold	15,060	–	–	﹤0.01%	2168
2024 Q3	$51.8K	Hold	15,060	–	–	﹤0.01%	2095
2024 Q2	$60.2K	Hold	15,060	–	–	﹤0.01%	2036
2024 Q1	$117K	Hold	15,060	–	–	﹤0.01%	1583
2023 Q4	$146K	Hold	15,060	–	–	﹤0.01%	1505
2023 Q3	$129K	Hold	15,060	–	–	﹤0.01%	1477
2023 Q2	$206K	Hold	15,060	–	–	﹤0.01%	1388
2023 Q1	$108K	Buy	+15,060	New	+$94.4K	﹤0.01%	1419

Other funds holding AZUL

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Avantax Advisory Services's AZUL Position: Q2 2025 in Review

Avantax Advisory Services sold out of Azul (AZUL) in Q2 2025, closing a stake of 15,060 shares — an estimated $24.7K sold.

Avantax Advisory Services first reported a position in AZUL in Q1 2023 and held it in 9 quarters. The position peaked at $206K in Q2 2023. 11 funds tracked by Wall St. Rank hold AZUL as of Q2 2025.

Avantax Advisory Services reported no remaining Azul position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 15,060 Azul shares in Q2 2025, an estimated $24.7K.
Avantax Advisory Services first reported a position in Azul in Q1 2023 and held it in 9 quarters.
Avantax Advisory Services's Azul position peaked at $206K in Q2 2023.
11 funds tracked by Wall St. Rank held Azul as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.