SWM
AZUL

Spire Wealth Management’s Azul AZUL Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-1,221
Closed -$24K – 2604
2021
Q1 		$24K Buy
+1,221
New +$26.6K ﹤0.01% 2073

Other funds holding AZUL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $61.5B AUM 30.7% 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 $93.1B AUM 28.26% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's AZUL Position: Q2 2021 in Review

Spire Wealth Management sold out of Azul (AZUL) in Q2 2021, closing a stake of 1,221 shares — an estimated $24K sold.

Spire Wealth Management first reported a position in AZUL in Q1 2021 and held it in 1 quarter. The position peaked at $24K in Q1 2021. 94 funds tracked by Wall St. Rank hold AZUL as of Q2 2021.

  • Spire Wealth Management reported no remaining Azul position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 1,221 Azul shares in Q2 2021, an estimated $24K.
  • Spire Wealth Management first reported a position in Azul in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Azul position peaked at $24K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Azul as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.