PFS
NEWR

Prospera Financial Services’s New Relic, Inc. NEWR Stock Holding History

Prospera Financial 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
2022
Q3 		– Sell
-5
Closed – – 1647
2022
Q2 		$0 Hold
5
– – ﹤0.01% 2731
2022
Q1 		$0 Buy
+5
New +$409 ﹤0.01% 2790

Other funds holding NEWR

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HCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Prospera Financial Services's NEWR Position: Q3 2022 in Review

Prospera Financial Services sold out of New Relic, Inc. (NEWR) in Q3 2022, closing a stake of 5 shares.

Prospera Financial Services first reported a position in NEWR in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 259 funds tracked by Wall St. Rank hold NEWR as of Q3 2022.

  • Prospera Financial Services reported no remaining New Relic, Inc. position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 5 New Relic, Inc. shares in Q3 2022.
  • Prospera Financial Services first reported a position in New Relic, Inc. in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's New Relic, Inc. position peaked at $0 in Q2 2022.
  • 259 funds tracked by Wall St. Rank held New Relic, Inc. as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.