IFP Advisors’s New Relic, Inc. NEWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-155
| Closed | -$13.5K | – | 3285 |
|
|
2023
Q4 | $13.5K | Hold |
155
| – | – | ﹤0.01% | 2077 |
|
|
2023
Q3 | $13.3K | Sell |
155
-8,096
| -98% | -$653K | ﹤0.01% | 2143 |
|
|
2023
Q2 | $540K | Buy |
8,251
+8,205
| +17,837% | +$592K | 0.02% | 622 |
|
|
2023
Q1 | $4.78K | Sell |
46
-237
| -84% | -$16K | ﹤0.01% | 2584 |
|
|
2022
Q4 | $30K | Buy |
283
+36
| +15% | +$2.04K | ﹤0.01% | 2606 |
|
|
2022
Q3 | $26K | Sell |
247
-8
| -3% | -$480 | ﹤0.01% | 2882 |
|
|
2022
Q2 | $27K | Hold |
255
| – | – | ﹤0.01% | 2622 |
|
|
2022
Q1 | $27K | Buy |
255
+227
| +811% | +$18.6K | ﹤0.01% | 2622 |
|
|
2021
Q4 | $3K | Buy |
28
+10
| +56% | +$965 | ﹤0.01% | 2714 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 3186 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2976 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2911 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2846 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2743 |
|
|
2020
Q2 | $1K | Buy |
+18
| New | +$1.07K | ﹤0.01% | 2650 |
|
|
2019
Q4 | – | Sell |
-837
| Closed | -$54.4K | – | 3180 |
|
|
2019
Q3 | $50K | Buy |
+837
| New | +$60.5K | ﹤0.01% | 1372 |
|
|
2019
Q1 | – | Sell |
-720
| Closed | -$58K | – | 3596 |
|
|
2018
Q4 | $58K | Buy |
720
+661
| +1,120% | +$55.7K | ﹤0.01% | 1523 |
|
|
2018
Q3 | $6K | Sell |
59
-1,724
| -97% | -$179K | ﹤0.01% | 3157 |
|
|
2018
Q2 | $179K | Buy |
+1,783
| New | +$158K | 0.01% | 1124 |
|
|
2017
Q4 | – | Sell |
-70
| Closed | -$3K | – | 4167 |
|
|
2017
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 3661 |
|
|
2017
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 3653 |
|
|
2017
Q1 | $3K | Buy |
+70
| New | +$2.45K | ﹤0.01% | 3575 |
|
Other funds holding NEWR
IFP Advisors's NEWR Position: Q1 2024 in Review
IFP Advisors sold out of New Relic, Inc. (NEWR) in Q1 2024, closing a stake of 155 shares — an estimated $13.5K sold.
IFP Advisors first reported a position in NEWR in Q1 2017 and held it in 22 quarters. The position peaked at $540K in Q2 2023. 1 fund tracked by Wall St. Rank holds NEWR as of Q1 2024.
- IFP Advisors reported no remaining New Relic, Inc. position as of Q1 2024 after selling out during the quarter.
- IFP Advisors sold 155 New Relic, Inc. shares in Q1 2024, an estimated $13.5K.
- IFP Advisors first reported a position in New Relic, Inc. in Q1 2017 and held it in 22 quarters.
- IFP Advisors's New Relic, Inc. position peaked at $540K in Q2 2023.
- 1 fund tracked by Wall St. Rank held New Relic, Inc. as of Q1 2024.
Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.