Kestra Advisory Services’s Azul AZUL Stock Holding History

Kestra 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
2022 Q4	–	Sell	-14,750	Closed	-$120K	–	2258
2022 Q3	$120K	Hold	14,750	–	–	﹤0.01%	1961
2022 Q2	$105K	Buy	+14,750	New	+$178K	﹤0.01%	1985
2021 Q1	–	Sell	-15,589	Closed	-$355K	–	1852
2020 Q4	$355K	Buy	+15,589	New	+$279K	﹤0.01%	1378

Other funds holding AZUL

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

SSA

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

LFCM

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Advisory Services's AZUL Position: Q4 2022 in Review

Kestra Advisory Services sold out of Azul (AZUL) in Q4 2022, closing a stake of 14,750 shares — an estimated $120K sold.

Kestra Advisory Services first reported a position in AZUL in Q4 2020 and held it in 3 quarters. The position peaked at $355K in Q4 2020. 69 funds tracked by Wall St. Rank hold AZUL as of Q4 2022.

Kestra Advisory Services reported no remaining Azul position as of Q4 2022 after selling out during the quarter.
Kestra Advisory Services sold 14,750 Azul shares in Q4 2022, an estimated $120K.
Kestra Advisory Services first reported a position in Azul in Q4 2020 and held it in 3 quarters.
Kestra Advisory Services's Azul position peaked at $355K in Q4 2020.
69 funds tracked by Wall St. Rank held Azul as of Q4 2022.

Based on Kestra Advisory Services's 13F filing for Q4 2022, filed 31 Jan 2023.