VFA
AZUL

Valeo Financial Advisors’s Azul AZUL Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-864
Closed -$10K – 1621
2020
Q2 		$10K Buy
864
+326
+61% +$3.14K ﹤0.01% 1269
2020
Q1 		$5K Buy
+538
New +$17K ﹤0.01% 1282
2018
Q3 		– Sell
-339
Closed -$6K – 1771
2018
Q2 		$6K Buy
339
+69
+26% +$1.73K ﹤0.01% 1070
2018
Q1 		$9K Hold
270
– – ﹤0.01% 950
2017
Q4 		$6K Hold
270
– – ﹤0.01% 953
2017
Q3 		$7K Buy
+270
New +$6.92K ﹤0.01% 780

Other funds holding AZUL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TCP
ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 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
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
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Valeo Financial Advisors's AZUL Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Azul (AZUL) in Q3 2020, closing a stake of 864 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in AZUL in Q3 2017 and held it in 6 quarters. The position peaked at $10K in Q2 2020. 83 funds tracked by Wall St. Rank hold AZUL as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Azul position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 864 Azul shares in Q3 2020, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Azul in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's Azul position peaked at $10K in Q2 2020.
  • 83 funds tracked by Wall St. Rank held Azul as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.