Janney Montgomery Scott
NEWR

Janney Montgomery Scott’s New Relic, Inc. NEWR Stock Holding History

Janney Montgomery Scott’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
-8,115
Closed -$695K – 2798
2023
Q3 		$695K Buy
8,115
+17
+0.2% +$1.37K ﹤0.01% 1559
2023
Q2 		$530K Sell
8,098
-2,173
-21% -$157K ﹤0.01% 1818
2023
Q1 		$773K Buy
+10,271
New +$694K ﹤0.01% 1465

Other funds holding NEWR

IA
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

Janney Montgomery Scott's NEWR Position: Q4 2023 in Review

Janney Montgomery Scott sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 8,115 shares — an estimated $695K sold.

Janney Montgomery Scott first reported a position in NEWR in Q1 2023 and held it in 3 quarters. The position peaked at $773K in Q1 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Janney Montgomery Scott reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 8,115 New Relic, Inc. shares in Q4 2023, an estimated $695K.
  • Janney Montgomery Scott first reported a position in New Relic, Inc. in Q1 2023 and held it in 3 quarters.
  • Janney Montgomery Scott's New Relic, Inc. position peaked at $773K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.