HGWM
NEWR

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

Harvest Group 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
2023
Q1 		$1.73K Hold
23
– – ﹤0.01% 129
2022
Q4 		$1.3K Buy
23
+7
+44% +$396 ﹤0.01% 138
2022
Q3 		$1K Hold
16
– – ﹤0.01% 164
2022
Q2 		$1K Buy
+16
New +$888 ﹤0.01% 171

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 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

Harvest Group Wealth Management's NEWR Position: Q1 2023 in Review

Harvest Group Wealth Management held its New Relic, Inc. (NEWR) position steady in Q1 2023 at 23 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Harvest Group Wealth Management first reported a position in NEWR in Q2 2022 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold NEWR as of Q1 2023.

  • Harvest Group Wealth Management held 23 shares of New Relic, Inc. worth $1.73K as of Q1 2023.
  • Harvest Group Wealth Management left its New Relic, Inc. share count unchanged in Q1 2023.
  • New Relic, Inc. made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #129 holding.
  • Harvest Group Wealth Management first reported a position in New Relic, Inc. in Q2 2022 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.