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IBEX Wealth Advisors’s LendingTree TREE Stock Holding History

IBEX Wealth 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
2024
Q3 		– Sell
-2,000
Closed -$83.2K – 256
2024
Q2 		$83.2K Buy
+2,000
New +$84.4K 0.01% 151

Other funds holding TREE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 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

IBEX Wealth Advisors's TREE Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of LendingTree (TREE) in Q3 2024, closing a stake of 2,000 shares — an estimated $83.2K sold.

IBEX Wealth Advisors first reported a position in TREE in Q2 2024 and held it in 1 quarter. The position peaked at $83.2K in Q2 2024. 177 funds tracked by Wall St. Rank hold TREE as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining LendingTree position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,000 LendingTree shares in Q3 2024, an estimated $83.2K.
  • IBEX Wealth Advisors first reported a position in LendingTree in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's LendingTree position peaked at $83.2K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held LendingTree as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.