FPFS
NEWR

First Personal Financial Services’s New Relic, Inc. NEWR Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-66
Closed -$6K – 782
2019
Q2 		$6K Hold
66
– – ﹤0.01% 581
2019
Q1 		$7K Hold
66
– – ﹤0.01% 558
2018
Q4 		$5K Buy
+66
New +$5.56K ﹤0.01% 571

Other funds holding NEWR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Personal Financial Services's NEWR Position: Q3 2019 in Review

First Personal Financial Services sold out of New Relic, Inc. (NEWR) in Q3 2019, closing a stake of 66 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in NEWR in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2019. 235 funds tracked by Wall St. Rank hold NEWR as of Q3 2019.

  • First Personal Financial Services reported no remaining New Relic, Inc. position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 66 New Relic, Inc. shares in Q3 2019, an estimated $6K.
  • First Personal Financial Services first reported a position in New Relic, Inc. in Q4 2018 and held it in 3 quarters.
  • First Personal Financial Services's New Relic, Inc. position peaked at $7K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held New Relic, Inc. as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.