Carson Wealth (CWM LLC)
AZUL

Carson Wealth (CWM LLC)’s Azul AZUL Stock Holding History

Carson Wealth (CWM LLC)’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
-43
Closed – – 4039
2022
Q4 		$0 Buy
+43
New +$335 ﹤0.01% 3964
2021
Q2 		$0 Hold
11
– – ﹤0.01% 2930
2021
Q1 		$0 Hold
11
– – ﹤0.01% 2930
2020
Q4 		$0 Hold
11
– – ﹤0.01% 2930
2020
Q3 		$0 Hold
11
– – ﹤0.01% 2930
2020
Q2 		$0 Hold
11
– – ﹤0.01% 2930
2020
Q1 		$0 Hold
11
– – ﹤0.01% 2930
2019
Q4 		$0 Hold
11
– – ﹤0.01% 2929
2019
Q3 		$0 Hold
11
– – ﹤0.01% 2929
2019
Q2 		$0 Hold
11
– – ﹤0.01% 2929
2019
Q1 		$0 Buy
+11
New +$329 ﹤0.01% 2941

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 $1.04B AUM 73.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AZUL Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Azul (AZUL) in Q1 2023, closing a stake of 43 shares.

Carson Wealth (CWM LLC) first reported a position in AZUL in Q1 2019 and held it in 11 quarters. The position peaked at $0 in Q4 2022. 61 funds tracked by Wall St. Rank hold AZUL as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Azul position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 43 Azul shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in Azul in Q1 2019 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Azul position peaked at $0 in Q4 2022.
  • 61 funds tracked by Wall St. Rank held Azul as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.