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Avior Wealth Management’s LendingTree TREE Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-4
Closed -$169 – 3613
2024
Q1 		$169 Buy
+4
New +$140 ﹤0.01% 2951
2018
Q2 		– Sell
-25
Closed -$8K – 854
2018
Q1 		$8K Hold
25
– – ﹤0.01% 604
2017
Q4 		$9K Hold
25
– – ﹤0.01% 605
2017
Q3 		$6K Hold
25
– – ﹤0.01% 381
2017
Q2 		$4K Hold
25
– – ﹤0.01% 385
2017
Q1 		$3K Buy
+25
New +$2.85K ﹤0.01% 439

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shenkman Capital Management New York $831M AUM 0.26% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avior Wealth Management's TREE Position: Q2 2024 in Review

Avior Wealth Management sold out of LendingTree (TREE) in Q2 2024, closing a stake of 4 shares — an estimated $169 sold.

Avior Wealth Management first reported a position in TREE in Q1 2017 and held it in 6 quarters. The position peaked at $9K in Q4 2017. 160 funds tracked by Wall St. Rank hold TREE as of Q2 2024.

  • Avior Wealth Management reported no remaining LendingTree position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 LendingTree shares in Q2 2024, an estimated $169.
  • Avior Wealth Management first reported a position in LendingTree in Q1 2017 and held it in 6 quarters.
  • Avior Wealth Management's LendingTree position peaked at $9K in Q4 2017.
  • 160 funds tracked by Wall St. Rank held LendingTree as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.