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

Iron Horse 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	-1,175	Closed	-$101K	–	525
2023 Q3	$101K	Hold	1,175	–	–	0.05%	54
2023 Q2	$76.9K	Hold	1,175	–	–	0.04%	63
2023 Q1	$88.5K	Hold	1,175	–	–	0.04%	59
2022 Q4	$66K	Buy	+1,175	New	+$66.5K	0.04%	68
2022 Q3	–	Sell	-1,175	Closed	-$59K	–	310
2022 Q2	$59K	Hold	1,175	–	–	0.03%	65
2022 Q1	$79K	Hold	1,175	–	–	0.04%	62
2021 Q4	$129K	Hold	1,175	–	–	0.07%	50
2021 Q3	$84K	Hold	1,175	–	–	0.05%	56
2021 Q2	$79K	Hold	1,175	–	–	0.05%	56
2021 Q1	$72K	Sell	1,175 -300	-20%	-$19.9K	0.05%	56
2020 Q4	$96K	Buy	+1,475	New	+$90.9K	0.08%	52

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

Iron Horse Wealth Management's NEWR Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 1,175 shares — an estimated $101K sold.

Iron Horse Wealth Management first reported a position in NEWR in Q4 2020 and held it in 11 quarters. The position peaked at $129K in Q4 2021. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Iron Horse Wealth Management reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 1,175 New Relic, Inc. shares in Q4 2023, an estimated $101K.
Iron Horse Wealth Management first reported a position in New Relic, Inc. in Q4 2020 and held it in 11 quarters.
Iron Horse Wealth Management's New Relic, Inc. position peaked at $129K in Q4 2021.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.