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Wealthspire Advisors (Maryland)’s LendingTree TREE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-8
Closed -$3K – 1895
2019
Q1 		$3K Hold
8
– – ﹤0.01% 2055
2018
Q4 		$2K Sell
8
-8
-50% -$1.82K ﹤0.01% 2137
2018
Q3 		$4K Hold
16
– – ﹤0.01% 1940
2018
Q2 		$3K Sell
16
-3
-16% -$832 ﹤0.01% 2055
2018
Q1 		$6K Sell
19
-8
-30% -$2.88K ﹤0.01% 1762
2017
Q4 		$9K Buy
27
+26
+2,600% +$7.38K ﹤0.01% 1638
2017
Q3 		$0 Buy
+1
New +$216 ﹤0.01% 2455

Other funds holding TREE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Wealthspire Advisors (Maryland)'s TREE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LendingTree (TREE) in Q2 2019, closing a stake of 8 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in TREE in Q3 2017 and held it in 7 quarters. The position peaked at $9K in Q4 2017. 267 funds tracked by Wall St. Rank hold TREE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining LendingTree position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8 LendingTree shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in LendingTree in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s LendingTree position peaked at $9K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held LendingTree as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.