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

Harbour 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
2023 Q4	–	Sell	-30	Closed	-$2.57K	–	3236
2023 Q3	$2.57K	Hold	30	–	–	﹤0.01%	2488
2023 Q2	$1.96K	Hold	30	–	–	﹤0.01%	2546
2023 Q1	$2.26K	Hold	30	–	–	﹤0.01%	2527
2022 Q4	$1.69K	Hold	30	–	–	﹤0.01%	2558
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	2512
2022 Q2	$2K	Buy	+30	New	+$1.67K	﹤0.01%	2512
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	2363
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	3401
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	3459
2021 Q1	$2K	Buy	+30	New	+$1.99K	﹤0.01%	3297

Other funds holding NEWR

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

Harbour Investments's NEWR Position: Q4 2023 in Review

Harbour Investments sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 30 shares — an estimated $2.57K sold.

Harbour Investments first reported a position in NEWR in Q1 2021 and held it in 10 quarters. The position peaked at $3K in Q4 2021. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Harbour Investments reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Harbour Investments sold 30 New Relic, Inc. shares in Q4 2023, an estimated $2.57K.
Harbour Investments first reported a position in New Relic, Inc. in Q1 2021 and held it in 10 quarters.
Harbour Investments's New Relic, Inc. position peaked at $3K in Q4 2021.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.