Nisa Investment Advisors’s New Relic, Inc. NEWR Stock Holding History

Nisa Investment 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
2023 Q4	–	Sell	-200	Closed	-$17.1K	–	2806
2023 Q3	$17.1K	Hold	200	–	–	﹤0.01%	2063
2023 Q2	$13.1K	Hold	200	–	–	﹤0.01%	2204
2023 Q1	$15K	Buy	+200	New	+$13.5K	﹤0.01%	2087
2021 Q2	–	Sell	-500	Closed	-$31K	–	2402
2021 Q1	$31K	Hold	500	–	–	﹤0.01%	2069
2020 Q4	$33K	Hold	500	–	–	﹤0.01%	2055
2020 Q3	$28K	Hold	500	–	–	﹤0.01%	2009
2020 Q2	$34K	Hold	500	–	–	﹤0.01%	1663
2020 Q1	$23K	Buy	+500	New	+$29.2K	﹤0.01%	1686
2019 Q3	–	Sell	-270	Closed	-$23K	–	2058
2019 Q2	$23K	Hold	270	–	–	﹤0.01%	1591
2019 Q1	$27K	Hold	270	–	–	﹤0.01%	1589
2018 Q4	$22K	Hold	270	–	–	﹤0.01%	1519
2018 Q3	$25K	Hold	270	–	–	﹤0.01%	1533
2018 Q2	$27K	Buy	+270	New	+$24K	﹤0.01%	1513

Other funds holding NEWR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Nisa Investment Advisors's NEWR Position: Q4 2023 in Review

Nisa Investment Advisors sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 200 shares — an estimated $17.1K sold.

Nisa Investment Advisors first reported a position in NEWR in Q2 2018 and held it in 13 quarters. The position peaked at $34K in Q2 2020. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Nisa Investment Advisors reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Nisa Investment Advisors sold 200 New Relic, Inc. shares in Q4 2023, an estimated $17.1K.
Nisa Investment Advisors first reported a position in New Relic, Inc. in Q2 2018 and held it in 13 quarters.
Nisa Investment Advisors's New Relic, Inc. position peaked at $34K in Q2 2020.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Nisa Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.