Creative Planning
NEWR

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

Creative Planning’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
Q1 		– Sell
-1,100
Closed -$2.64K – 2809
2022
Q4 		$2.64K Hold
1,100
– – ﹤0.01% 2417
2022
Q3 		$3K Hold
1,100
– – ﹤0.01% 2279
2022
Q2 		$9K Buy
+1,100
New +$61.1K ﹤0.01% 2201

Other funds holding NEWR

IA
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 Planning's NEWR Position: Q4 2023 in Review

Creative Planning sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 3,911 shares — an estimated $335K sold.

Creative Planning first reported a position in NEWR in Q3 2021 and held it in 9 quarters. The position peaked at $510K in Q4 2021. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Creative Planning reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 3,911 New Relic, Inc. shares in Q4 2023, an estimated $335K.
  • Creative Planning first reported a position in New Relic, Inc. in Q3 2021 and held it in 9 quarters.
  • Creative Planning's New Relic, Inc. position peaked at $510K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.