CWM
NEWR

Catamount Wealth Management’s New Relic, Inc. NEWR Stock Holding History

Catamount 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
2019
Q1 		$15K Hold
150
– – 0.01% 130
2018
Q4 		$15K Hold
150
– – 0.01% 123
2018
Q3 		$14K Hold
150
– – 0.01% 133
2018
Q2 		$16K Buy
150
+75
+100% +$6.66K 0.01% 126
2018
Q1 		$6K Buy
+75
New +$5.02K ﹤0.01% 152

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Catamount Wealth Management's NEWR Position: Q1 2019 in Review

Catamount Wealth Management held its New Relic, Inc. (NEWR) position steady in Q1 2019 at 150 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #130.

Catamount Wealth Management first reported a position in NEWR in Q1 2018 and has held it in 5 quarters since. The position peaked at $16K in Q2 2018. 328 funds tracked by Wall St. Rank hold NEWR as of Q1 2019.

  • Catamount Wealth Management held 150 shares of New Relic, Inc. worth $15K as of Q1 2019.
  • Catamount Wealth Management left its New Relic, Inc. share count unchanged in Q1 2019.
  • New Relic, Inc. made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #130 holding.
  • Catamount Wealth Management first reported a position in New Relic, Inc. in Q1 2018 and has held it in 5 quarters since.
  • Catamount Wealth Management's New Relic, Inc. position peaked at $16K in Q2 2018.
  • 328 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.