Austin Private Wealth’s New Relic, Inc. NEWR Stock Holding History

Austin Private Wealth’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	-9,624	Closed	-$824K	–	276
2023 Q3	$824K	Hold	9,624	–	–	0.12%	66
2023 Q2	$630K	Buy	+9,624	New	+$694K	0.09%	78

Other funds holding NEWR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Austin Private Wealth's NEWR Position: Q4 2023 in Review

Austin Private Wealth sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 9,624 shares — an estimated $824K sold.

Austin Private Wealth first reported a position in NEWR in Q2 2023 and held it in 2 quarters. The position peaked at $824K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Austin Private Wealth reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Austin Private Wealth sold 9,624 New Relic, Inc. shares in Q4 2023, an estimated $824K.
Austin Private Wealth first reported a position in New Relic, Inc. in Q2 2023 and held it in 2 quarters.
Austin Private Wealth's New Relic, Inc. position peaked at $824K in Q3 2023.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Austin Private Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.