TCI Wealth Advisors’s LendingTree TREE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-164
| Closed | -$4.37K | – | 2068 |
|
|
2023
Q1 | $4.37K | Hold |
164
| – | – | ﹤0.01% | 1620 |
|
|
2022
Q4 | $3.5K | Buy |
164
+125
| +321% | +$2.85K | ﹤0.01% | 1761 |
|
|
2022
Q3 | $1K | Buy |
39
+16
| +70% | +$624 | ﹤0.01% | 2167 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 2212 |
|
|
2022
Q1 | $3K | Hold |
23
| – | – | ﹤0.01% | 1922 |
|
|
2021
Q4 | $3K | Sell |
23
-23
| -50% | -$3.06K | ﹤0.01% | 2039 |
|
|
2021
Q3 | $6K | Sell |
46
-3
| -6% | -$526 | ﹤0.01% | 1517 |
|
|
2021
Q2 | $10K | Buy |
49
+18
| +58% | +$3.79K | ﹤0.01% | 982 |
|
|
2021
Q1 | $7K | Hold |
31
| – | – | ﹤0.01% | 1086 |
|
|
2020
Q4 | $8K | Hold |
31
| – | – | ﹤0.01% | 723 |
|
|
2020
Q3 | $10K | Hold |
31
| – | – | ﹤0.01% | 593 |
|
|
2020
Q2 | $9K | Hold |
31
| – | – | ﹤0.01% | 609 |
|
|
2020
Q1 | $6K | Hold |
31
| – | – | ﹤0.01% | 690 |
|
|
2019
Q4 | $9K | Hold |
31
| – | – | ﹤0.01% | 733 |
|
|
2019
Q3 | $10K | Hold |
31
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $13K | Hold |
31
| – | – | 0.01% | 572 |
|
|
2019
Q1 | $11K | Hold |
31
| – | – | ﹤0.01% | 618 |
|
|
2018
Q4 | $7K | Hold |
31
| – | – | ﹤0.01% | 714 |
|
|
2018
Q3 | $7K | Hold |
31
| – | – | ﹤0.01% | 720 |
|
|
2018
Q2 | $7K | Hold |
31
| – | – | ﹤0.01% | 715 |
|
|
2018
Q1 | $10K | Hold |
31
| – | – | ﹤0.01% | 628 |
|
|
2017
Q4 | $11K | Hold |
31
| – | – | ﹤0.01% | 615 |
|
|
2017
Q3 | $8K | Sell |
31
-2
| -6% | -$432 | ﹤0.01% | 649 |
|
|
2017
Q2 | $6K | Sell |
33
-9
| -21% | -$1.35K | ﹤0.01% | 724 |
|
|
2017
Q1 | $5K | Buy |
42
+6
| +17% | +$684 | ﹤0.01% | 729 |
|
|
2016
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 853 |
|
|
2016
Q3 | $3K | Sell |
36
-14
| -28% | -$1.39K | ﹤0.01% | 896 |
|
|
2016
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 795 |
|
|
2016
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 734 |
|
|
2015
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 761 |
|
|
2015
Q3 | $5K | Sell |
50
-12
| -19% | -$1.21K | ﹤0.01% | 642 |
|
|
2015
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 656 |
|
|
2015
Q1 | $3K | Hold |
62
| – | – | ﹤0.01% | 688 |
|
|
2014
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 685 |
|
|
2014
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 759 |
|
|
2014
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 780 |
|
|
2014
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 742 |
|
|
2013
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 729 |
|
|
2013
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 654 |
|
|
2013
Q2 | $1K | Buy |
+62
| New | +$1.19K | ﹤0.01% | 668 |
|
Other funds holding TREE
TCI Wealth Advisors's TREE Position: Q2 2023 in Review
TCI Wealth Advisors sold out of LendingTree (TREE) in Q2 2023, closing a stake of 164 shares — an estimated $4.37K sold.
TCI Wealth Advisors first reported a position in TREE in Q2 2013 and held it in 40 quarters. The position peaked at $13K in Q2 2019. 127 funds tracked by Wall St. Rank hold TREE as of Q2 2023.
- TCI Wealth Advisors reported no remaining LendingTree position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 164 LendingTree shares in Q2 2023, an estimated $4.37K.
- TCI Wealth Advisors first reported a position in LendingTree in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's LendingTree position peaked at $13K in Q2 2019.
- 127 funds tracked by Wall St. Rank held LendingTree as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.