EWA
NEWR

EverSource Wealth Advisors’s New Relic, Inc. NEWR Stock Holding History

EverSource Wealth Advisors’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
-7
Closed -$599 – 2778
2023
Q3 		$599 Buy
+7
New +$564 ﹤0.01% 2341
2023
Q1 		– Sell
-175
Closed -$9.88K – 2573
2022
Q4 		$9.88K Buy
+175
New +$9.9K ﹤0.01% 1337

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

EverSource Wealth Advisors's NEWR Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 7 shares — an estimated $599 sold.

EverSource Wealth Advisors first reported a position in NEWR in Q4 2022 and held it in 2 quarters. The position peaked at $9.88K in Q4 2022. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 7 New Relic, Inc. shares in Q4 2023, an estimated $599.
  • EverSource Wealth Advisors first reported a position in New Relic, Inc. in Q4 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's New Relic, Inc. position peaked at $9.88K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.