GSWM
NEWR

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

Golden State 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
2019
Q3 		– Sell
-1,312
Closed -$113K – 1158
2019
Q2 		$113K Buy
1,312
+112
+9% +$11.1K 0.04% 316
2019
Q1 		$118K Buy
+1,200
New +$119K 0.04% 299

Other funds holding NEWR

T. Rowe Price Associates
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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

Golden State Wealth Management's NEWR Position: Q3 2019 in Review

Golden State Wealth Management sold out of New Relic, Inc. (NEWR) in Q3 2019, closing a stake of 1,312 shares — an estimated $113K sold.

Golden State Wealth Management first reported a position in NEWR in Q1 2019 and held it in 2 quarters. The position peaked at $118K in Q1 2019. 235 funds tracked by Wall St. Rank hold NEWR as of Q3 2019.

  • Golden State Wealth Management reported no remaining New Relic, Inc. position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,312 New Relic, Inc. shares in Q3 2019, an estimated $113K.
  • Golden State Wealth Management first reported a position in New Relic, Inc. in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's New Relic, Inc. position peaked at $118K in Q1 2019.
  • 235 funds tracked by Wall St. Rank held New Relic, Inc. as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.