1 North Wealth Services’s New Relic, Inc. NEWR Stock Holding History

1 North Wealth Services’s Portfolio NEWR Stock Details NEWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$7K	Hold	105	–	–	﹤0.01%	231
2019 Q3	$6K	Buy	+105	New	+$7.59K	﹤0.01%	206
2019 Q1	$10K	Hold	105	–	–	0.01%	153
2018 Q4	$9K	Buy	+105	New	+$8.85K	0.01%	157

Other funds holding NEWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

1 North Wealth Services's NEWR Position: Q4 2019 in Review

1 North Wealth Services held its New Relic, Inc. (NEWR) position steady in Q4 2019 at 105 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

1 North Wealth Services first reported a position in NEWR in Q4 2018 and has held it in 4 quarters since. The position peaked at $10K in Q1 2019. 257 funds tracked by Wall St. Rank hold NEWR as of Q4 2019.

1 North Wealth Services held 105 shares of New Relic, Inc. worth $7K as of Q4 2019.
1 North Wealth Services left its New Relic, Inc. share count unchanged in Q4 2019.
New Relic, Inc. made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #231 holding.
1 North Wealth Services first reported a position in New Relic, Inc. in Q4 2018 and has held it in 4 quarters since.
1 North Wealth Services's New Relic, Inc. position peaked at $10K in Q1 2019.
257 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.