CIA
NEWR

CSat Investment Advisory’s New Relic, Inc. NEWR Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-202
Closed -$11K – 1008
2020
Q3 		$11K Buy
202
+21
+12% +$1.28K ﹤0.01% 1031
2020
Q2 		$12K Buy
181
+9
+5% +$537 ﹤0.01% 1002
2020
Q1 		$8K Buy
172
+34
+25% +$1.99K ﹤0.01% 966
2019
Q4 		$9K Buy
138
+16
+13% +$1.04K ﹤0.01% 1019
2019
Q3 		$7K Buy
122
+16
+15% +$1.16K ﹤0.01% 1019
2019
Q2 		$9K Buy
+106
New +$10.5K ﹤0.01% 928

Other funds holding NEWR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CSat Investment Advisory's NEWR Position: Q4 2020 in Review

CSat Investment Advisory sold out of New Relic, Inc. (NEWR) in Q4 2020, closing a stake of 202 shares — an estimated $11K sold.

CSat Investment Advisory first reported a position in NEWR in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q2 2020. 225 funds tracked by Wall St. Rank hold NEWR as of Q4 2020.

  • CSat Investment Advisory reported no remaining New Relic, Inc. position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 202 New Relic, Inc. shares in Q4 2020, an estimated $11K.
  • CSat Investment Advisory first reported a position in New Relic, Inc. in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's New Relic, Inc. position peaked at $12K in Q2 2020.
  • 225 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.