Icon Wealth Partners’s New Relic, Inc. NEWR Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-198	Closed	-$20K	–	821
2019 Q1	$20K	Buy	+198	New	+$19.6K	0.01%	556

Other funds holding NEWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Partners's NEWR Position: Q2 2019 in Review

Icon Wealth Partners sold out of New Relic, Inc. (NEWR) in Q2 2019, closing a stake of 198 shares — an estimated $20K sold.

Icon Wealth Partners first reported a position in NEWR in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 294 funds tracked by Wall St. Rank hold NEWR as of Q2 2019.

Icon Wealth Partners reported no remaining New Relic, Inc. position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 198 New Relic, Inc. shares in Q2 2019, an estimated $20K.
Icon Wealth Partners first reported a position in New Relic, Inc. in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's New Relic, Inc. position peaked at $20K in Q1 2019.
294 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.