BNC Wealth Management’s LendingTree TREE Stock Holding History

BNC 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
2020 Q4	–	Sell	-82	Closed	-$25K	–	424
2020 Q3	$25K	Buy	+82	New	+$26K	0.02%	209

Other funds holding TREE

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNC Wealth Management's TREE Position: Q4 2020 in Review

BNC Wealth Management sold out of LendingTree (TREE) in Q4 2020, closing a stake of 82 shares — an estimated $25K sold.

BNC Wealth Management first reported a position in TREE in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 257 funds tracked by Wall St. Rank hold TREE as of Q4 2020.

BNC Wealth Management reported no remaining LendingTree position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 82 LendingTree shares in Q4 2020, an estimated $25K.
BNC Wealth Management first reported a position in LendingTree in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's LendingTree position peaked at $25K in Q3 2020.
257 funds tracked by Wall St. Rank held LendingTree as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.