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

Cornerstone 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
2020 Q1	–	Sell	-3,038	Closed	-$200K	–	389
2019 Q4	$200K	Buy	+3,038	New	+$197K	0.03%	334
2019 Q2	–	Sell	-890	Closed	-$312K	–	522
2019 Q1	$312K	Buy	+890	New	+$88.1K	0.04%	377
2018 Q3	–	Sell	-90,196	Closed	-$879K	–	1587
2018 Q2	$879K	Buy	+90,196	New	+$8.01M	0.01%	817

Other funds holding NEWR

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

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

CIP

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

HCM

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Cornerstone Wealth Management's NEWR Position: Q1 2020 in Review

Cornerstone Wealth Management sold out of New Relic, Inc. (NEWR) in Q1 2020, closing a stake of 3,038 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in NEWR in Q2 2018 and held it in 3 quarters. The position peaked at $879K in Q2 2018. 215 funds tracked by Wall St. Rank hold NEWR as of Q1 2020.

Cornerstone Wealth Management reported no remaining New Relic, Inc. position as of Q1 2020 after selling out during the quarter.
Cornerstone Wealth Management sold 3,038 New Relic, Inc. shares in Q1 2020, an estimated $200K.
Cornerstone Wealth Management first reported a position in New Relic, Inc. in Q2 2018 and held it in 3 quarters.
Cornerstone Wealth Management's New Relic, Inc. position peaked at $879K in Q2 2018.
215 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2020.

Based on Cornerstone Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.