CWM
NEWR

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

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 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 Q1 2019 and held it in 2 quarters. The position peaked at $312K in Q1 2019. 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 Q1 2019 and held it in 2 quarters.
  • Cornerstone Wealth Management's New Relic, Inc. position peaked at $312K in Q1 2019.
  • 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.