GI
NEWR

Gradient Investments’s New Relic, Inc. NEWR Stock Holding History

Gradient Investments’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
2022
Q1 		– Sell
-64
Closed -$7K – 1386
2021
Q4 		$7K Buy
+64
New +$6.17K ﹤0.01% 891
2019
Q1 		– Sell
-72
Closed -$6K – 1029
2018
Q4 		$6K Buy
+72
New +$6.07K ﹤0.01% 693

Other funds holding NEWR

HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Gradient Investments's NEWR Position: Q1 2022 in Review

Gradient Investments sold out of New Relic, Inc. (NEWR) in Q1 2022, closing a stake of 64 shares — an estimated $7K sold.

Gradient Investments first reported a position in NEWR in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 257 funds tracked by Wall St. Rank hold NEWR as of Q1 2022.

  • Gradient Investments reported no remaining New Relic, Inc. position as of Q1 2022 after selling out during the quarter.
  • Gradient Investments sold 64 New Relic, Inc. shares in Q1 2022, an estimated $7K.
  • Gradient Investments first reported a position in New Relic, Inc. in Q4 2018 and held it in 2 quarters.
  • Gradient Investments's New Relic, Inc. position peaked at $7K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.