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Phoenix Wealth Advisors’s LendingTree TREE Stock Holding History

Phoenix 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
2021
Q2 		– Sell
-1,612
Closed -$355K – 385
2021
Q1 		$355K Sell
1,612
-411
-20% -$117K 0.28% 73
2020
Q4 		$554K Buy
+2,023
New +$601K 0.42% 54

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Phoenix Wealth Advisors's TREE Position: Q2 2021 in Review

Phoenix Wealth Advisors sold out of LendingTree (TREE) in Q2 2021, closing a stake of 1,612 shares — an estimated $355K sold.

Phoenix Wealth Advisors first reported a position in TREE in Q4 2020 and held it in 2 quarters. The position peaked at $554K in Q4 2020. 240 funds tracked by Wall St. Rank hold TREE as of Q2 2021.

  • Phoenix Wealth Advisors reported no remaining LendingTree position as of Q2 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,612 LendingTree shares in Q2 2021, an estimated $355K.
  • Phoenix Wealth Advisors first reported a position in LendingTree in Q4 2020 and held it in 2 quarters.
  • Phoenix Wealth Advisors's LendingTree position peaked at $554K in Q4 2020.
  • 240 funds tracked by Wall St. Rank held LendingTree as of Q2 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.