Creative Planning’s Azul AZUL Stock Holding History

Creative Planning’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 Q1	–	Sell	-1	Closed	-$2	–	3488
2024 Q4	$2	Sell	1 -10,231	-100%	-$26.7K	﹤0.01%	3582
2024 Q3	$35.2K	Buy	+10,232	New	+$38.5K	﹤0.01%	3120

Other funds holding AZUL

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fore Capital New York $162M AUM 14.69% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Creative Planning's AZUL Position: Q1 2025 in Review

Creative Planning sold out of Azul (AZUL) in Q1 2025, closing a stake of 1 share — an estimated $2 sold.

Creative Planning first reported a position in AZUL in Q3 2024 and held it in 2 quarters. The position peaked at $35.2K in Q3 2024. 53 funds tracked by Wall St. Rank hold AZUL as of Q1 2025.

Creative Planning reported no remaining Azul position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 1 Azul share in Q1 2025, an estimated $2.
Creative Planning first reported a position in Azul in Q3 2024 and held it in 2 quarters.
Creative Planning's Azul position peaked at $35.2K in Q3 2024.
53 funds tracked by Wall St. Rank held Azul as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.