Creative Financial Designs’s New Relic, Inc. NEWR Stock Holding History

Creative Financial Designs’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
2023 Q4	–	Sell	-9	Closed	-$771	–	1650
2023 Q3	$771	Hold	9	–	–	﹤0.01%	1414
2023 Q2	$589	Buy	+9	New	+$649	﹤0.01%	1411
2021 Q4	–	Sell	-150	Closed	-$11K	–	1482
2021 Q3	$11K	Hold	150	–	–	﹤0.01%	1005
2021 Q2	$10K	Hold	150	–	–	﹤0.01%	1033
2021 Q1	$9K	Hold	150	–	–	﹤0.01%	966
2020 Q4	$10K	Hold	150	–	–	﹤0.01%	877
2020 Q3	$8K	Hold	150	–	–	﹤0.01%	858
2020 Q2	$10K	Buy	+150	New	+$8.96K	﹤0.01%	758

Other funds holding NEWR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Creative Financial Designs's NEWR Position: Q4 2023 in Review

Creative Financial Designs sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 9 shares — an estimated $771 sold.

Creative Financial Designs first reported a position in NEWR in Q2 2020 and held it in 8 quarters. The position peaked at $11K in Q3 2021. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Creative Financial Designs reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Creative Financial Designs sold 9 New Relic, Inc. shares in Q4 2023, an estimated $771.
Creative Financial Designs first reported a position in New Relic, Inc. in Q2 2020 and held it in 8 quarters.
Creative Financial Designs's New Relic, Inc. position peaked at $11K in Q3 2021.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.