HL
NEWR

HeadInvest LLC’s New Relic, Inc. NEWR Stock Holding History

HeadInvest LLC’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
-130
Closed -$11.2K – 750
2023
Q3 		$11.2K Buy
+130
New +$10.5K ﹤0.01% 547

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

HeadInvest LLC's NEWR Position: Q4 2023 in Review

HeadInvest LLC sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 130 shares — an estimated $11.2K sold.

HeadInvest LLC first reported a position in NEWR in Q3 2023 and held it in 1 quarter. The position peaked at $11.2K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • HeadInvest LLC reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 130 New Relic, Inc. shares in Q4 2023, an estimated $11.2K.
  • HeadInvest LLC first reported a position in New Relic, Inc. in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's New Relic, Inc. position peaked at $11.2K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.