PFGIA
AZUL

Patriot Financial Group Insurance Agency’s Azul AZUL Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q3 		– Sell
-61
Closed -$2K – 2134
2021
Q2 		$2K Buy
+61
New +$1.46K ﹤0.01% 1845
2020
Q3 		– Sell
-55
Closed -$1K – 1678
2020
Q2 		$1K Buy
55
+2
+4% +$19 ﹤0.01% 1480
2020
Q1 		$1K Buy
+53
New +$1.68K ﹤0.01% 1392

Other funds holding AZUL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AZUL Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Azul (AZUL) in Q3 2021, closing a stake of 61 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in AZUL in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 84 funds tracked by Wall St. Rank hold AZUL as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Azul position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 61 Azul shares in Q3 2021, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Azul in Q1 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Azul position peaked at $2K in Q2 2021.
  • 84 funds tracked by Wall St. Rank held Azul as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.