GRP
NEWR

Global Retirement Partners’s New Relic, Inc. NEWR Stock Holding History

Global Retirement Partners’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
-11
Closed -$945 – 3509
2023
Q3 		$945 Hold
11
– – ﹤0.01% 2788
2023
Q2 		$720 Hold
11
– – ﹤0.01% 2860
2023
Q1 		$770 Hold
11
– – ﹤0.01% 2810
2022
Q4 		$621 Buy
+11
New +$622 ﹤0.01% 2708
2019
Q2 		– Sell
-123
Closed -$12K – 1733
2019
Q1 		$12K Sell
123
-51
-29% -$5.05K ﹤0.01% 1016
2018
Q4 		$14K Buy
174
+38
+28% +$3.2K ﹤0.01% 877
2018
Q3 		$13K Buy
136
+106
+353% +$11K ﹤0.01% 969
2018
Q2 		$3K Buy
+30
New +$2.67K ﹤0.01% 1347

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

Global Retirement Partners's NEWR Position: Q4 2023 in Review

Global Retirement Partners sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 11 shares — an estimated $945 sold.

Global Retirement Partners first reported a position in NEWR in Q2 2018 and held it in 8 quarters. The position peaked at $14K in Q4 2018. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Global Retirement Partners reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 11 New Relic, Inc. shares in Q4 2023, an estimated $945.
  • Global Retirement Partners first reported a position in New Relic, Inc. in Q2 2018 and held it in 8 quarters.
  • Global Retirement Partners's New Relic, Inc. position peaked at $14K in Q4 2018.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.