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Foundations Investment Advisors’s LendingTree TREE Stock Holding History

Foundations Investment Advisors’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
2022
Q2 		– Sell
-3,631
Closed -$378K – 415
2022
Q1 		$378K Sell
3,631
-84
-2% -$9.93K 0.01% 234
2021
Q4 		$509K Buy
3,715
+1,520
+69% +$202K 0.02% 204
2021
Q3 		$293K Buy
2,195
+1,166
+113% +$204K 0.01% 255
2021
Q2 		$211K Buy
+1,029
New +$216K 0.01% 283

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Foundations Investment Advisors's TREE Position: Q2 2022 in Review

Foundations Investment Advisors sold out of LendingTree (TREE) in Q2 2022, closing a stake of 3,631 shares — an estimated $378K sold.

Foundations Investment Advisors first reported a position in TREE in Q2 2021 and held it in 4 quarters. The position peaked at $509K in Q4 2021. 187 funds tracked by Wall St. Rank hold TREE as of Q2 2022.

  • Foundations Investment Advisors reported no remaining LendingTree position as of Q2 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,631 LendingTree shares in Q2 2022, an estimated $378K.
  • Foundations Investment Advisors first reported a position in LendingTree in Q2 2021 and held it in 4 quarters.
  • Foundations Investment Advisors's LendingTree position peaked at $509K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held LendingTree as of Q2 2022.

Based on Foundations Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.