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SOA Wealth Advisors’s LendingTree TREE Stock Holding History

SOA 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
2023
Q1 		– Sell
-2
Closed -$43 – 978
2022
Q4 		$43 Hold
2
– – ﹤0.01% 958
2022
Q3 		$0 Hold
2
– – ﹤0.01% 993
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1028
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1006
2021
Q4 		$0 Hold
2
– – ﹤0.01% 987
2021
Q3 		$0 Hold
2
– – ﹤0.01% 991
2021
Q2 		$0 Hold
2
– – ﹤0.01% 967
2021
Q1 		$0 Hold
2
– – ﹤0.01% 924
2020
Q4 		$0 Buy
+2
New +$594 ﹤0.01% 889

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SOA Wealth Advisors's TREE Position: Q1 2023 in Review

SOA Wealth Advisors sold out of LendingTree (TREE) in Q1 2023, closing a stake of 2 shares — an estimated $43 sold.

SOA Wealth Advisors first reported a position in TREE in Q4 2020 and held it in 9 quarters. The position peaked at $43 in Q4 2022. 145 funds tracked by Wall St. Rank hold TREE as of Q1 2023.

  • SOA Wealth Advisors reported no remaining LendingTree position as of Q1 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 2 LendingTree shares in Q1 2023, an estimated $43.
  • SOA Wealth Advisors first reported a position in LendingTree in Q4 2020 and held it in 9 quarters.
  • SOA Wealth Advisors's LendingTree position peaked at $43 in Q4 2022.
  • 145 funds tracked by Wall St. Rank held LendingTree as of Q1 2023.

Based on SOA Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.