MCC
NEWR

Money Concepts Capital’s New Relic, Inc. NEWR Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-100
Closed -$5.64K – 3144
2022
Q4 		$5.64K Buy
+100
New +$5.66K ﹤0.01% 2288
2022
Q2 		– Sell
-100
Closed -$7K – 2747
2022
Q1 		$7K Buy
+100
New +$8.19K ﹤0.01% 2100

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Money Concepts Capital's NEWR Position: Q1 2023 in Review

Money Concepts Capital sold out of New Relic, Inc. (NEWR) in Q1 2023, closing a stake of 100 shares — an estimated $5.64K sold.

Money Concepts Capital first reported a position in NEWR in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 276 funds tracked by Wall St. Rank hold NEWR as of Q1 2023.

  • Money Concepts Capital reported no remaining New Relic, Inc. position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 New Relic, Inc. shares in Q1 2023, an estimated $5.64K.
  • Money Concepts Capital first reported a position in New Relic, Inc. in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's New Relic, Inc. position peaked at $7K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.