Kapitalo Investimentos’s New Relic, Inc. NEWR Stock Holding History

Kapitalo Investimentos’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	-40,725	Closed	-$3.49M	–	754
2023 Q3	$3.49M	Buy	40,725 +35,140	+629%	+$2.83M	0.47%	26
2023 Q2	$365K	Buy	5,585 +4,528	+428%	+$327K	0.07%	155
2023 Q1	$79.6K	Buy	+1,057	New	+$71.4K	0.03%	384

Other funds holding NEWR

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

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

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

Kapitalo Investimentos's NEWR Position: Q4 2023 in Review

Kapitalo Investimentos sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 40,725 shares — an estimated $3.49M sold.

Kapitalo Investimentos first reported a position in NEWR in Q1 2023 and held it in 3 quarters. The position peaked at $3.49M in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Kapitalo Investimentos reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 40,725 New Relic, Inc. shares in Q4 2023, an estimated $3.49M.
Kapitalo Investimentos first reported a position in New Relic, Inc. in Q1 2023 and held it in 3 quarters.
Kapitalo Investimentos's New Relic, Inc. position peaked at $3.49M in Q3 2023.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.