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Integrated Wealth Concepts’s LendingTree TREE Stock Holding History

Integrated Wealth Concepts’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
Q1 		– Sell
-2,506
Closed -$307K – 1051
2021
Q4 		$307K Sell
2,506
-181
-7% -$24.1K 0.01% 762
2021
Q3 		$376K Buy
2,687
+206
+8% +$36.1K 0.01% 653
2021
Q2 		$526K Buy
2,481
+201
+9% +$42.3K 0.02% 524
2021
Q1 		$486K Buy
2,280
+577
+34% +$164K 0.02% 473
2020
Q4 		$466K Buy
1,703
+452
+36% +$134K 0.02% 430
2020
Q3 		$384K Buy
1,251
+195
+18% +$61.9K 0.02% 401
2020
Q2 		$306K Buy
+1,056
New +$255K 0.02% 395
2020
Q1 		– Sell
-766
Closed -$232K – 475
2019
Q4 		$232K Buy
766
+35
+5% +$11.6K 0.02% 427
2019
Q3 		$227K Buy
731
+142
+24% +$48.4K 0.03% 380
2019
Q2 		$247K Buy
589
+15
+3% +$5.74K 0.03% 316
2019
Q1 		$202K Buy
+574
New +$173K 0.03% 315

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Integrated Wealth Concepts's TREE Position: Q1 2022 in Review

Integrated Wealth Concepts sold out of LendingTree (TREE) in Q1 2022, closing a stake of 2,506 shares — an estimated $307K sold.

Integrated Wealth Concepts first reported a position in TREE in Q1 2019 and held it in 11 quarters. The position peaked at $526K in Q2 2021. 206 funds tracked by Wall St. Rank hold TREE as of Q1 2022.

  • Integrated Wealth Concepts reported no remaining LendingTree position as of Q1 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,506 LendingTree shares in Q1 2022, an estimated $307K.
  • Integrated Wealth Concepts first reported a position in LendingTree in Q1 2019 and held it in 11 quarters.
  • Integrated Wealth Concepts's LendingTree position peaked at $526K in Q2 2021.
  • 206 funds tracked by Wall St. Rank held LendingTree as of Q1 2022.

Based on Integrated Wealth Concepts's 13F filing for Q1 2022, filed 12 May 2022.