JA
NEWR

JOYN Advisors’s New Relic, Inc. NEWR Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-383
Closed -$31K – 1532
2018
Q4 		$31K Sell
383
-32
-8% -$2.7K 0.01% 506
2018
Q3 		$39K Sell
415
-89
-18% -$9.22K 0.01% 463
2018
Q2 		$51K Buy
+504
New +$44.8K 0.01% 391

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JOYN Advisors's NEWR Position: Q1 2019 in Review

JOYN Advisors sold out of New Relic, Inc. (NEWR) in Q1 2019, closing a stake of 383 shares — an estimated $31K sold.

JOYN Advisors first reported a position in NEWR in Q2 2018 and held it in 3 quarters. The position peaked at $51K in Q2 2018. 329 funds tracked by Wall St. Rank hold NEWR as of Q1 2019.

  • JOYN Advisors reported no remaining New Relic, Inc. position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 383 New Relic, Inc. shares in Q1 2019, an estimated $31K.
  • JOYN Advisors first reported a position in New Relic, Inc. in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's New Relic, Inc. position peaked at $51K in Q2 2018.
  • 329 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.