AA
NEWR

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

Ancora 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
2023
Q4 		– Sell
-200
Closed -$17.1K – 1871
2023
Q3 		$17.1K Hold
200
– – ﹤0.01% 1175
2023
Q2 		$13.1K Hold
200
– – ﹤0.01% 1223
2023
Q1 		$15.1K Hold
200
– – ﹤0.01% 1197
2022
Q4 		$11K Sell
200
-250
-56% -$14.1K ﹤0.01% 1318
2022
Q3 		$26K Hold
450
– – ﹤0.01% 1277
2022
Q2 		$23K Hold
450
– – ﹤0.01% 1400
2022
Q1 		$30K Hold
450
– – ﹤0.01% 1440
2021
Q4 		$49K Hold
450
– – ﹤0.01% 1287
2021
Q3 		$32K Hold
450
– – ﹤0.01% 1330
2021
Q2 		$30K Hold
450
– – ﹤0.01% 1237
2021
Q1 		$28K Hold
450
– – ﹤0.01% 1212
2020
Q4 		$29K Hold
450
– – ﹤0.01% 999
2020
Q3 		$25K Hold
450
– – ﹤0.01% 986
2020
Q2 		$31K Hold
450
– – ﹤0.01% 921
2020
Q1 		$21K Hold
450
– – ﹤0.01% 1047
2019
Q4 		$30K Buy
+450
New +$29.2K ﹤0.01% 995
2018
Q4 		– Sell
-1,600
Closed -$151K – 1230
2018
Q3 		$151K Buy
+1,600
New +$166K 0.01% 688
2018
Q2 		– Sell
-5,800
Closed -$430K – 716
2018
Q1 		$430K Buy
+5,800
New +$388K 0.02% 500
2017
Q3 		– Sell
-8,779
Closed -$378K – 681
2017
Q2 		$378K Hold
8,779
– – 0.02% 474
2017
Q1 		$325K Hold
8,779
– – 0.02% 500
2016
Q4 		$248K Buy
+8,779
New +$290K 0.02% 525

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Ancora Advisors's NEWR Position: Q4 2023 in Review

Ancora Advisors sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 200 shares — an estimated $17.1K sold.

Ancora Advisors first reported a position in NEWR in Q4 2016 and held it in 21 quarters. The position peaked at $430K in Q1 2018. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Ancora Advisors reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Ancora Advisors sold 200 New Relic, Inc. shares in Q4 2023, an estimated $17.1K.
  • Ancora Advisors first reported a position in New Relic, Inc. in Q4 2016 and held it in 21 quarters.
  • Ancora Advisors's New Relic, Inc. position peaked at $430K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Ancora Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.