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

IHT 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 Q4	–	Sell	-2,884	Closed	-$247K	–	1043
2023 Q3	$247K	Buy	+2,884	New	+$232K	0.01%	806
2018 Q2	–	Sell	-30	Closed	-$2K	–	1452
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	1541
2017 Q4	$2K	Buy	+30	New	+$1.63K	﹤0.01%	1529

Other funds holding NEWR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IHT Wealth Management's NEWR Position: Q4 2023 in Review

IHT Wealth Management sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 2,884 shares — an estimated $247K sold.

IHT Wealth Management first reported a position in NEWR in Q4 2017 and held it in 3 quarters. The position peaked at $247K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

IHT Wealth Management reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 2,884 New Relic, Inc. shares in Q4 2023, an estimated $247K.
IHT Wealth Management first reported a position in New Relic, Inc. in Q4 2017 and held it in 3 quarters.
IHT Wealth Management's New Relic, Inc. position peaked at $247K in Q3 2023.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.