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

Bell Investment 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	-39	Closed	-$3.34K	–	2032
2023 Q3	$3.34K	Hold	39	–	–	﹤0.01%	1020
2023 Q2	$2.55K	Buy	39 +7	+22%	+$505	﹤0.01%	1171
2023 Q1	$2.41K	Sell	32 -9	-22%	-$608	﹤0.01%	1159
2022 Q4	$2.31K	Hold	41	–	–	﹤0.01%	1211
2022 Q3	$2K	Sell	41 -44	-52%	-$2.64K	﹤0.01%	1273
2022 Q2	$4K	Buy	+85	New	+$4.72K	﹤0.01%	875
2021 Q4	$2K	Hold	22	–	–	﹤0.01%	1278
2021 Q3	$2K	Buy	+22	New	+$1.63K	﹤0.01%	1206

Other funds holding NEWR

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

Bell Investment Advisors's NEWR Position: Q4 2023 in Review

Bell Investment Advisors sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 39 shares — an estimated $3.34K sold.

Bell Investment Advisors first reported a position in NEWR in Q3 2021 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Bell Investment Advisors reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Bell Investment Advisors sold 39 New Relic, Inc. shares in Q4 2023, an estimated $3.34K.
Bell Investment Advisors first reported a position in New Relic, Inc. in Q3 2021 and held it in 8 quarters.
Bell Investment Advisors's New Relic, Inc. position peaked at $4K in Q2 2022.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

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