BIA
AZUL

Bell Investment Advisors’s Azul AZUL Stock Holding History

Bell Investment 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
2023
Q4 		– Sell
-84
Closed -$722 – 1918
2023
Q3 		$722 Hold
84
– – ﹤0.01% 1664
2023
Q2 		$1.15K Buy
+84
New +$764 ﹤0.01% 1548
2021
Q4 		$2K Buy
+122
New +$1.85K ﹤0.01% 1090

Other funds holding AZUL

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Bell Investment Advisors's AZUL Position: Q4 2023 in Review

Bell Investment Advisors sold out of Azul (AZUL) in Q4 2023, closing a stake of 84 shares — an estimated $722 sold.

Bell Investment Advisors first reported a position in AZUL in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 77 funds tracked by Wall St. Rank hold AZUL as of Q4 2023.

  • Bell Investment Advisors reported no remaining Azul position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 84 Azul shares in Q4 2023, an estimated $722.
  • Bell Investment Advisors first reported a position in Azul in Q4 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Azul position peaked at $2K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Azul as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.