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Tobias Financial Advisors’s LendingTree TREE Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-6
Closed -$1K – 264
2019
Q4 		$1K Buy
+6
New +$1.99K ﹤0.01% 275

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Tobias Financial Advisors's TREE Position: Q1 2020 in Review

Tobias Financial Advisors sold out of LendingTree (TREE) in Q1 2020, closing a stake of 6 shares — an estimated $1K sold.

Tobias Financial Advisors first reported a position in TREE in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 215 funds tracked by Wall St. Rank hold TREE as of Q1 2020.

  • Tobias Financial Advisors reported no remaining LendingTree position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 6 LendingTree shares in Q1 2020, an estimated $1K.
  • Tobias Financial Advisors first reported a position in LendingTree in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's LendingTree position peaked at $1K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held LendingTree as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.