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

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

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.