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

Clarus Wealth 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 Q2	–	Sell	-24	Closed	-$2K	–	715
2019 Q1	$2K	Sell	24 -13	-35%	-$1.29K	﹤0.01%	659
2018 Q4	$3K	Buy	37 +8	+28%	+$674	﹤0.01%	635
2018 Q3	$3K	Buy	+29	New	+$3K	﹤0.01%	666

Other funds holding NEWR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clarus Wealth Advisors's NEWR Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of New Relic, Inc. (NEWR) in Q2 2019, closing a stake of 24 shares — an estimated $2K sold.

Clarus Wealth Advisors first reported a position in NEWR in Q3 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 294 funds tracked by Wall St. Rank hold NEWR as of Q2 2019.

Clarus Wealth Advisors reported no remaining New Relic, Inc. position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 24 New Relic, Inc. shares in Q2 2019, an estimated $2K.
Clarus Wealth Advisors first reported a position in New Relic, Inc. in Q3 2018 and held it in 3 quarters.
Clarus Wealth Advisors's New Relic, Inc. position peaked at $3K in Q4 2018.
294 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.