KPWS
AZUL

Kestra Private Wealth Services’s Azul AZUL Stock Holding History

Kestra Private Wealth 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
Q3 		– Sell
-14,985
Closed -$106K – 911
2022
Q2 		$106K Hold
14,985
– – 0.01% 843
2022
Q1 		$226K Hold
14,985
– – 0.01% 845
2021
Q4 		$198K Sell
14,985
-203
-1% -$3.08K 0.01% 916
2021
Q3 		$305K Sell
15,188
-1,689
-10% -$37K 0.02% 696
2021
Q2 		$446K Buy
16,877
+825
+5% +$19.7K 0.03% 539
2021
Q1 		$324K Buy
16,052
+650
+4% +$14.2K 0.02% 581
2020
Q4 		$351K Buy
15,402
+1,500
+11% +$26.9K 0.03% 527
2020
Q3 		$183K Buy
+13,902
New +$179K 0.02% 611

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 $1.04B AUM 73.31% 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

Kestra Private Wealth Services's AZUL Position: Q3 2022 in Review

Kestra Private Wealth Services sold out of Azul (AZUL) in Q3 2022, closing a stake of 14,985 shares — an estimated $106K sold.

Kestra Private Wealth Services first reported a position in AZUL in Q3 2020 and held it in 8 quarters. The position peaked at $446K in Q2 2021. 81 funds tracked by Wall St. Rank hold AZUL as of Q3 2022.

  • Kestra Private Wealth Services reported no remaining Azul position as of Q3 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,985 Azul shares in Q3 2022, an estimated $106K.
  • Kestra Private Wealth Services first reported a position in Azul in Q3 2020 and held it in 8 quarters.
  • Kestra Private Wealth Services's Azul position peaked at $446K in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Azul as of Q3 2022.

Based on Kestra Private Wealth Services's 13F filing for Q3 2022, filed 14 Nov 2022.