EWM
NEWR

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

Edge 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
Q4 		– Sell
-90
Closed -$5K – 468
2020
Q3 		$5K Buy
90
+40
+80% +$2.44K ﹤0.01% 360
2020
Q2 		$3K Buy
+50
New +$2.99K ﹤0.01% 601

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

Edge Wealth Management's NEWR Position: Q4 2020 in Review

Edge Wealth Management sold out of New Relic, Inc. (NEWR) in Q4 2020, closing a stake of 90 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in NEWR in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 225 funds tracked by Wall St. Rank hold NEWR as of Q4 2020.

  • Edge Wealth Management reported no remaining New Relic, Inc. position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 90 New Relic, Inc. shares in Q4 2020, an estimated $5K.
  • Edge Wealth Management first reported a position in New Relic, Inc. in Q2 2020 and held it in 2 quarters.
  • Edge Wealth Management's New Relic, Inc. position peaked at $5K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.