BCWM
NEWR

Bartlett & Co Wealth Management’s New Relic, Inc. NEWR Stock Holding History

Bartlett & Co Wealth Management’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
-348
Closed -$29.8K – 1281
2023
Q3 		$29.8K Buy
348
+40
+13% +$3.22K ﹤0.01% 740
2023
Q2 		$20.2K Buy
308
+42
+16% +$3.03K ﹤0.01% 822
2023
Q1 		$20K Sell
266
-562
-68% -$38K ﹤0.01% 713
2022
Q4 		$46.7K Buy
828
+68
+9% +$3.85K ﹤0.01% 590
2022
Q3 		$43.6K Buy
760
+92
+14% +$5.52K ﹤0.01% 582
2022
Q2 		$33.4K Buy
668
+48
+8% +$2.67K ﹤0.01% 648
2022
Q1 		$41.5K Buy
+620
New +$50.8K ﹤0.01% 617
2021
Q4 		– Sell
-554
Closed -$39.8K – 928
2021
Q3 		$39.8K Buy
554
+102
+23% +$7.54K ﹤0.01% 543
2021
Q2 		$30.3K Buy
452
+98
+28% +$6.31K ﹤0.01% 585
2021
Q1 		$21.8K Sell
354
-69
-16% -$4.58K ﹤0.01% 654
2020
Q4 		$27.7K Buy
423
+136
+47% +$8.38K ﹤0.01% 625
2020
Q3 		$16.2K Buy
287
+66
+30% +$4.03K ﹤0.01% 636
2020
Q2 		$15.2K Buy
221
+68
+44% +$4.06K ﹤0.01% 641
2020
Q1 		$7.08K Sell
153
-126
-45% -$7.36K ﹤0.01% 694
2019
Q4 		$18.3K Buy
+279
New +$18.1K ﹤0.01% 664

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bartlett & Co Wealth Management's NEWR Position: Q4 2023 in Review

Bartlett & Co Wealth Management sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 348 shares — an estimated $29.8K sold.

Bartlett & Co Wealth Management first reported a position in NEWR in Q4 2019 and held it in 15 quarters. The position peaked at $46.7K in Q4 2022. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Bartlett & Co Wealth Management reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 348 New Relic, Inc. shares in Q4 2023, an estimated $29.8K.
  • Bartlett & Co Wealth Management first reported a position in New Relic, Inc. in Q4 2019 and held it in 15 quarters.
  • Bartlett & Co Wealth Management's New Relic, Inc. position peaked at $46.7K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.