II
NEWR

Inspire Investing’s New Relic, Inc. NEWR Stock Holding History

Inspire Investing’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
-3,582
Closed -$307K – 832
2023
Q3 		$307K Sell
3,582
-1,243
-26% -$100K 0.04% 581
2023
Q2 		$316K Buy
4,825
+1,185
+33% +$85.5K 0.04% 457
2023
Q1 		$274K Sell
3,640
-533
-13% -$36K 0.03% 494
2022
Q4 		$236K Buy
4,173
+580
+16% +$32.8K 0.03% 547
2022
Q3 		$206K Sell
3,593
-613
-15% -$36.8K 0.03% 683
2022
Q2 		$211K Buy
4,206
+705
+20% +$39.1K 0.03% 723
2022
Q1 		$234K Buy
3,501
+1,229
+54% +$101K 0.03% 734
2021
Q4 		$250K Sell
2,272
-830
-27% -$80.1K 0.03% 475
2021
Q3 		$223K Buy
+3,102
New +$229K 0.03% 738
2021
Q1 		– Sell
-4,464
Closed -$292K – 746
2020
Q4 		$292K Buy
+4,464
New +$275K 0.06% 459
2020
Q3 		– Sell
-3,100
Closed -$214K – 593
2020
Q2 		$214K Sell
3,100
-1,235
-28% -$73.8K 0.07% 418
2020
Q1 		$200K Buy
+4,335
New +$253K 0.08% 439
2018
Q1 		– Sell
-954
Closed -$55K – 759
2017
Q4 		$55K Buy
+954
New +$51.9K 0.05% 647

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

Inspire Investing's NEWR Position: Q4 2023 in Review

Inspire Investing sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 3,582 shares — an estimated $307K sold.

Inspire Investing first reported a position in NEWR in Q4 2017 and held it in 13 quarters. The position peaked at $316K in Q2 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Inspire Investing reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Inspire Investing sold 3,582 New Relic, Inc. shares in Q4 2023, an estimated $307K.
  • Inspire Investing first reported a position in New Relic, Inc. in Q4 2017 and held it in 13 quarters.
  • Inspire Investing's New Relic, Inc. position peaked at $316K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

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