PWPS
NEWR

Pinnacle Wealth Planning Services’s New Relic, Inc. NEWR Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-4
Closed – – 2114
2020
Q4 		$0 Buy
+4
New +$246 ﹤0.01% 2329

Other funds holding NEWR

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's NEWR Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of New Relic, Inc. (NEWR) in Q1 2021, closing a stake of 4 shares.

Pinnacle Wealth Planning Services first reported a position in NEWR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 210 funds tracked by Wall St. Rank hold NEWR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining New Relic, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 4 New Relic, Inc. shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in New Relic, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's New Relic, Inc. position peaked at $0 in Q4 2020.
  • 210 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.