Cetera Advisor Networks’s New Relic, Inc. NEWR Stock Holding History

Cetera Advisor Networks’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	-2,765	Closed	-$237K	–	2907
2023 Q3	$237K	Buy	+2,765	New	+$223K	﹤0.01%	2313
2023 Q2	–	Sell	-2,768	Closed	-$208K	–	2741
2023 Q1	$208K	Buy	+2,768	New	+$187K	﹤0.01%	2298
2022 Q2	–	Sell	-3,160	Closed	-$211K	–	2231
2022 Q1	$211K	Sell	3,160 -650	-17%	-$53.2K	﹤0.01%	1859
2021 Q4	$419K	Sell	3,810 -172	-4%	-$16.6K	0.01%	1385
2021 Q3	$286K	Hold	3,982	–	–	﹤0.01%	1556
2021 Q2	$267K	Buy	+3,982	New	+$256K	﹤0.01%	1587
2020 Q3	–	Sell	-4,305	Closed	-$297K	–	3186
2020 Q2	$297K	Sell	4,305 -175	-4%	-$10.5K	0.01%	910
2020 Q1	$207K	Buy	+4,480	New	+$262K	0.01%	972

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 $18.1B AUM 24.69% 1-Year Est. Return

Cetera Advisor Networks's NEWR Position: Q4 2023 in Review

Cetera Advisor Networks sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 2,765 shares — an estimated $237K sold.

Cetera Advisor Networks first reported a position in NEWR in Q1 2020 and held it in 8 quarters. The position peaked at $419K in Q4 2021. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Cetera Advisor Networks reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 2,765 New Relic, Inc. shares in Q4 2023, an estimated $237K.
Cetera Advisor Networks first reported a position in New Relic, Inc. in Q1 2020 and held it in 8 quarters.
Cetera Advisor Networks's New Relic, Inc. position peaked at $419K in Q4 2021.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.