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Prestige Wealth Management Group’s LendingTree TREE Stock Holding History

Prestige Wealth Management Group’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
2023
Q2 		– Sell
-14
Closed -$374 – 1092
2023
Q1 		$374 Hold
14
– – ﹤0.01% 1014
2022
Q4 		$299 Buy
14
+2
+17% +$46 ﹤0.01% 1118
2022
Q3 		$0 Buy
+12
New +$468 ﹤0.01% 1069
2022
Q2 		– Sell
-5
Closed -$1K – 1070
2022
Q1 		$1K Buy
+5
New +$591 ﹤0.01% 936

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prestige Wealth Management Group's TREE Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of LendingTree (TREE) in Q2 2023, closing a stake of 14 shares — an estimated $374 sold.

Prestige Wealth Management Group first reported a position in TREE in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 127 funds tracked by Wall St. Rank hold TREE as of Q2 2023.

  • Prestige Wealth Management Group reported no remaining LendingTree position as of Q2 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 14 LendingTree shares in Q2 2023, an estimated $374.
  • Prestige Wealth Management Group first reported a position in LendingTree in Q1 2022 and held it in 4 quarters.
  • Prestige Wealth Management Group's LendingTree position peaked at $1K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held LendingTree as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.