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

Clearstead 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
2022 Q2	–	Sell	-2,763	Closed	-$185K	–	1483
2022 Q1	$185K	Buy	+2,763	New	+$226K	0.01%	420

Other funds holding NEWR

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

CIP

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

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clearstead Advisors's NEWR Position: Q2 2022 in Review

Clearstead Advisors sold out of New Relic, Inc. (NEWR) in Q2 2022, closing a stake of 2,763 shares — an estimated $185K sold.

Clearstead Advisors first reported a position in NEWR in Q1 2022 and held it in 1 quarter. The position peaked at $185K in Q1 2022. 233 funds tracked by Wall St. Rank hold NEWR as of Q2 2022.

Clearstead Advisors reported no remaining New Relic, Inc. position as of Q2 2022 after selling out during the quarter.
Clearstead Advisors sold 2,763 New Relic, Inc. shares in Q2 2022, an estimated $185K.
Clearstead Advisors first reported a position in New Relic, Inc. in Q1 2022 and held it in 1 quarter.
Clearstead Advisors's New Relic, Inc. position peaked at $185K in Q1 2022.
233 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.