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Tree shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Tree (TREE) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0k 104 58.03

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Shenkman Capital Management
Emerald Advisers
Jacobs Levy Equity Management
Renaissance Technologies
Blue Grotto Capital
Emerald Mutual Fund Advisers, Trust
Geode Capital Management
Hennessy Advisors
State Street Corporation
G2 Investment Partners Management
Susquehanna International
Dimensional Fund Advisors

View all funds holding Tree