GWM
NEWR

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

Geneos 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
Q2 		– Sell
-330
Closed -$16K – 2642
2020
Q1 		$16K Hold
330
– – ﹤0.01% 1617
2019
Q4 		$22K Sell
330
-1,000
-75% -$65K ﹤0.01% 1644
2019
Q3 		$81K Buy
1,330
+330
+33% +$23.9K ﹤0.01% 975
2019
Q2 		$86K Hold
1,000
– – 0.01% 960
2019
Q1 		$98K Sell
1,000
-100
-9% -$9.9K 0.01% 873
2018
Q4 		$88K Buy
1,100
+100
+10% +$8.42K 0.01% 880
2018
Q3 		$94K Hold
1,000
– – 0.01% 912
2018
Q2 		$100K Sell
1,000
-375
-27% -$33.3K 0.01% 787
2018
Q1 		$101K Buy
1,375
+375
+38% +$25.1K 0.01% 753
2017
Q4 		$57K Hold
1,000
– – 0.01% 947
2017
Q3 		$49K Hold
1,000
– – ﹤0.01% 959
2017
Q2 		$43K Buy
+1,000
New +$41.6K ﹤0.01% 989

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return