MWA
NEWR

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

Meridian Wealth 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
-480
Closed -$39K – 420
2018
Q4 		$39K Buy
+480
New +$40.4K 0.03% 284

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meridian Wealth Advisors's NEWR Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of New Relic, Inc. (NEWR) in Q1 2019, closing a stake of 480 shares — an estimated $39K sold.

Meridian Wealth Advisors first reported a position in NEWR in Q4 2018 and held it in 1 quarter. The position peaked at $39K in Q4 2018. 328 funds tracked by Wall St. Rank hold NEWR as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining New Relic, Inc. position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 480 New Relic, Inc. shares in Q1 2019, an estimated $39K.
  • Meridian Wealth Advisors first reported a position in New Relic, Inc. in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's New Relic, Inc. position peaked at $39K in Q4 2018.
  • 328 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.