LPL Financial
AZUL

LPL Financial’s Azul AZUL Stock Holding History

LPL Financial’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
-14,722
Closed -$120K – 4458
2022
Q3 		$120K Sell
14,722
-1,489
-9% -$12.5K ﹤0.01% 4071
2022
Q2 		$115K Sell
16,211
-10,030
-38% -$121K ﹤0.01% 4100
2022
Q1 		$395K Sell
26,241
-2,250
-8% -$32.3K ﹤0.01% 3367
2021
Q4 		$376K Buy
28,491
+7,428
+35% +$113K ﹤0.01% 3521
2021
Q3 		$423K Buy
21,063
+12,614
+149% +$276K ﹤0.01% 3369
2021
Q2 		$223K Buy
+8,449
New +$202K ﹤0.01% 3828

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

LPL Financial's AZUL Position: Q4 2022 in Review

LPL Financial sold out of Azul (AZUL) in Q4 2022, closing a stake of 14,722 shares — an estimated $120K sold.

LPL Financial first reported a position in AZUL in Q2 2021 and held it in 6 quarters. The position peaked at $423K in Q3 2021. 69 funds tracked by Wall St. Rank hold AZUL as of Q4 2022.

  • LPL Financial reported no remaining Azul position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 14,722 Azul shares in Q4 2022, an estimated $120K.
  • LPL Financial first reported a position in Azul in Q2 2021 and held it in 6 quarters.
  • LPL Financial's Azul position peaked at $423K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Azul as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.