American Portfolios Advisors’s New Relic, Inc. NEWR Stock Holding History

American Portfolios Advisors’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
2022 Q3	$14.9K	Hold	259	–	–	﹤0.01%	2338
2022 Q2	$13K	Hold	259	–	–	﹤0.01%	2447
2022 Q1	$17.3K	Hold	259	–	–	﹤0.01%	2449
2021 Q4	$28.5K	Hold	259	–	–	﹤0.01%	2165
2021 Q3	$18.6K	Hold	259	–	–	﹤0.01%	2321
2021 Q2	$17.3K	Hold	259	–	–	﹤0.01%	2279
2021 Q1	$15.9K	Sell	259 -25	-9%	-$1.66K	﹤0.01%	2180
2020 Q4	$18.6K	Hold	284	–	–	﹤0.01%	1847
2020 Q3	$16K	Buy	284 +30	+12%	+$1.83K	﹤0.01%	1795
2020 Q2	$17.5K	Sell	254 -160	-39%	-$9.55K	﹤0.01%	1693
2020 Q1	$19.1K	Sell	414 -262	-39%	-$15.3K	﹤0.01%	1544
2019 Q4	$44.4K	Buy	676 +42	+7%	+$2.73K	﹤0.01%	1393
2019 Q3	$39K	Buy	634 +15	+2%	+$1.08K	﹤0.01%	1377
2019 Q2	$53.5K	Buy	619 +35	+6%	+$3.46K	﹤0.01%	1237
2019 Q1	$57.6K	Buy	584 +454	+349%	+$44.9K	0.01%	1130
2018 Q4	$10.5K	Buy	+130	New	+$11K	﹤0.01%	1598

Other funds holding NEWR

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

CIP

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

American Portfolios Advisors's NEWR Position: Q3 2022 in Review

American Portfolios Advisors held its New Relic, Inc. (NEWR) position steady in Q3 2022 at 259 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

American Portfolios Advisors first reported a position in NEWR in Q4 2018 and has held it in 16 quarters since. The position peaked at $57.6K in Q1 2019. 259 funds tracked by Wall St. Rank hold NEWR as of Q3 2022.

American Portfolios Advisors held 259 shares of New Relic, Inc. worth $14.9K as of Q3 2022.
American Portfolios Advisors left its New Relic, Inc. share count unchanged in Q3 2022.
New Relic, Inc. made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2338 holding.
American Portfolios Advisors first reported a position in New Relic, Inc. in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's New Relic, Inc. position peaked at $57.6K in Q1 2019.
259 funds tracked by Wall St. Rank held New Relic, Inc. as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.