KPCM
NEWR

Kings Point Capital Management’s New Relic, Inc. NEWR Stock Holding History

Kings Point Capital Management’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
Q4 		– Sell
-11,058
Closed -$680K – 509
2019
Q3 		$680K Buy
+11,058
New +$800K 0.12% 104

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kings Point Capital Management's NEWR Position: Q4 2019 in Review

Kings Point Capital Management sold out of New Relic, Inc. (NEWR) in Q4 2019, closing a stake of 11,058 shares — an estimated $680K sold.

Kings Point Capital Management first reported a position in NEWR in Q3 2019 and held it in 1 quarter. The position peaked at $680K in Q3 2019. 257 funds tracked by Wall St. Rank hold NEWR as of Q4 2019.

  • Kings Point Capital Management reported no remaining New Relic, Inc. position as of Q4 2019 after selling out during the quarter.
  • Kings Point Capital Management sold 11,058 New Relic, Inc. shares in Q4 2019, an estimated $680K.
  • Kings Point Capital Management first reported a position in New Relic, Inc. in Q3 2019 and held it in 1 quarter.
  • Kings Point Capital Management's New Relic, Inc. position peaked at $680K in Q3 2019.
  • 257 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2019.

Based on Kings Point Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.