AF
TREE icon

Allworth Financial’s LendingTree TREE Stock Holding History

Allworth Financial’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.9K Buy
417
+398
+2,095% +$19K ﹤0.01% 3075
2025
Q4 		$1.01K Sell
19
-1
-5% -$56 ﹤0.01% 4349
2025
Q3 		$1.29K Buy
+20
New +$1.15K ﹤0.01% 4174
2024
Q2 		– Sell
-685
Closed -$29K – 3788
2024
Q1 		$29K Hold
685
– – ﹤0.01% 1556
2023
Q4 		$20.8K Hold
685
– – ﹤0.01% 1631
2023
Q3 		$10.6K Hold
685
– – ﹤0.01% 1820
2023
Q2 		$15.1K Buy
685
+682
+22,733% +$14.5K ﹤0.01% 1707
2023
Q1 		$80 Hold
3
– – ﹤0.01% 3108
2022
Q4 		$64 Sell
3
-5
-63% -$114 ﹤0.01% 2943
2022
Q3 		$0 Buy
8
+6
+300% +$234 ﹤0.01% 3112
2022
Q2 		$0 Buy
+2
New +$148 ﹤0.01% 2818

Other funds holding TREE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return