FTDI
AZUL

First Trust Direct Indexing’s Azul AZUL Stock Holding History

First Trust Direct Indexing’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
2022
Q3 		– Sell
-11,727
Closed -$83K – 647
2022
Q2 		$83K Buy
+11,727
New +$141K 0.01% 626

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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

First Trust Direct Indexing's AZUL Position: Q3 2022 in Review

First Trust Direct Indexing sold out of Azul (AZUL) in Q3 2022, closing a stake of 11,727 shares — an estimated $83K sold.

First Trust Direct Indexing first reported a position in AZUL in Q2 2022 and held it in 1 quarter. The position peaked at $83K in Q2 2022. 81 funds tracked by Wall St. Rank hold AZUL as of Q3 2022.

  • First Trust Direct Indexing reported no remaining Azul position as of Q3 2022 after selling out during the quarter.
  • First Trust Direct Indexing sold 11,727 Azul shares in Q3 2022, an estimated $83K.
  • First Trust Direct Indexing first reported a position in Azul in Q2 2022 and held it in 1 quarter.
  • First Trust Direct Indexing's Azul position peaked at $83K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held Azul as of Q3 2022.

Based on First Trust Direct Indexing's 13F filing for Q3 2022, filed 27 Oct 2022.