FWM
NEWR

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

Focused 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
-800
Closed -$45K – 934
2020
Q3 		$45K Buy
+800
New +$48.8K 0.01% 340
2019
Q3 		– Sell
-700
Closed -$61K – 797
2019
Q2 		$61K Sell
700
-80
-10% -$7.9K 0.02% 303
2019
Q1 		$77K Hold
780
– – 0.02% 252
2018
Q4 		$63K Sell
780
-20
-3% -$1.69K 0.02% 280
2018
Q3 		$75K Sell
800
-1,615
-67% -$167K 0.03% 262
2018
Q2 		$243K Sell
2,415
-725
-23% -$64.4K 0.08% 134
2018
Q1 		$233K Sell
3,140
-400
-11% -$26.8K 0.07% 136
2017
Q4 		$205K Hold
3,540
– – 0.07% 149
2017
Q3 		$176K Sell
3,540
-460
-12% -$21.7K 0.06% 128
2017
Q2 		$172K Sell
4,000
-100
-2% -$4.16K 0.06% 157
2017
Q1 		$152K Sell
4,100
-190
-4% -$6.66K 0.06% 176
2016
Q4 		$121K Buy
4,290
+300
+8% +$9.9K 0.05% 206
2016
Q3 		$153K Buy
3,990
+235
+6% +$8.26K 0.07% 177
2016
Q2 		$110K Hold
3,755
– – 0.05% 200
2016
Q1 		$98K Hold
3,755
– – 0.05% 142
2015
Q4 		$137K Buy
+3,755
New +$141K 0.08% 130

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CIP
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HCM
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BlackRock
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ClearBridge Investments
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TCM
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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