HNWAG
NEWR

High Net Worth Advisory Group’s New Relic, Inc. NEWR Stock Holding History

High Net Worth Advisory Group’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
Q2 		– Sell
-200
Closed -$13K – 734
2022
Q1 		$13K Hold
200
– – ﹤0.01% 505
2021
Q4 		$22K Buy
+200
New +$19.3K 0.01% 457

Other funds holding NEWR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

High Net Worth Advisory Group's NEWR Position: Q2 2022 in Review

High Net Worth Advisory Group sold out of New Relic, Inc. (NEWR) in Q2 2022, closing a stake of 200 shares — an estimated $13K sold.

High Net Worth Advisory Group first reported a position in NEWR in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q4 2021. 233 funds tracked by Wall St. Rank hold NEWR as of Q2 2022.

  • High Net Worth Advisory Group reported no remaining New Relic, Inc. position as of Q2 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 200 New Relic, Inc. shares in Q2 2022, an estimated $13K.
  • High Net Worth Advisory Group first reported a position in New Relic, Inc. in Q4 2021 and held it in 2 quarters.
  • High Net Worth Advisory Group's New Relic, Inc. position peaked at $22K in Q4 2021.
  • 233 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2022.

Based on High Net Worth Advisory Group's 13F filing for Q2 2022, filed 10 Aug 2022.