KPWS
NEWR

Kestra Private Wealth Services’s New Relic, Inc. NEWR Stock Holding History

Kestra Private Wealth Services’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
-2,929
Closed -$251K – 1308
2023
Q3 		$251K Buy
+2,929
New +$236K 0.01% 949

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

Kestra Private Wealth Services's NEWR Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 2,929 shares — an estimated $251K sold.

Kestra Private Wealth Services first reported a position in NEWR in Q3 2023 and held it in 1 quarter. The position peaked at $251K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,929 New Relic, Inc. shares in Q4 2023, an estimated $251K.
  • Kestra Private Wealth Services first reported a position in New Relic, Inc. in Q3 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's New Relic, Inc. position peaked at $251K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.