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

Claro 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
2019 Q1	–	Sell	-100	Closed	-$9K	–	997
2018 Q4	$9K	Buy	+100	New	+$8.42K	0.01%	706

Other funds holding NEWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Claro Advisors's NEWR Position: Q1 2019 in Review

Claro Advisors sold out of New Relic, Inc. (NEWR) in Q1 2019, closing a stake of 100 shares — an estimated $9K sold.

Claro Advisors first reported a position in NEWR in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 329 funds tracked by Wall St. Rank hold NEWR as of Q1 2019.

Claro Advisors reported no remaining New Relic, Inc. position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 100 New Relic, Inc. shares in Q1 2019, an estimated $9K.
Claro Advisors first reported a position in New Relic, Inc. in Q4 2018 and held it in 1 quarter.
Claro Advisors's New Relic, Inc. position peaked at $9K in Q4 2018.
329 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.