TWA
AZUL

Trellis Wealth Advisors’s Azul AZUL Stock Holding History

Trellis Wealth Advisors’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
2025
Q1 		– Sell
-19,442
Closed -$32.5K – 36
2024
Q4 		$32.5K Buy
+19,442
New +$50.7K 0.02% 33

Other funds holding AZUL

LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FC
Fore Capital New York $162M AUM 14.69% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Trellis Wealth Advisors's AZUL Position: Q1 2025 in Review

Trellis Wealth Advisors sold out of Azul (AZUL) in Q1 2025, closing a stake of 19,442 shares — an estimated $32.5K sold.

Trellis Wealth Advisors first reported a position in AZUL in Q4 2024 and held it in 1 quarter. The position peaked at $32.5K in Q4 2024. 53 funds tracked by Wall St. Rank hold AZUL as of Q1 2025.

  • Trellis Wealth Advisors reported no remaining Azul position as of Q1 2025 after selling out during the quarter.
  • Trellis Wealth Advisors sold 19,442 Azul shares in Q1 2025, an estimated $32.5K.
  • Trellis Wealth Advisors first reported a position in Azul in Q4 2024 and held it in 1 quarter.
  • Trellis Wealth Advisors's Azul position peaked at $32.5K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Azul as of Q1 2025.

Based on Trellis Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.