RJT
NEWR

Raymond James Trust’s New Relic, Inc. NEWR Stock Holding History

Raymond James Trust’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
-3,500
Closed -$300K – 1257
2023
Q3 		$300K Hold
3,500
– – 0.01% 862
2023
Q2 		$229K Sell
3,500
-1,000
-22% -$72.1K 0.01% 1047
2023
Q1 		$339K Hold
4,500
– – 0.01% 810
2022
Q4 		$254K Buy
4,500
+174
+4% +$9.84K 0.01% 920
2022
Q3 		$248K Buy
4,326
+300
+7% +$18K 0.01% 879
2022
Q2 		$202K Buy
+4,026
New +$223K 0.01% 1007
2022
Q1 		– Sell
-2,639
Closed -$290K – 1242
2021
Q4 		$290K Buy
+2,639
New +$255K 0.01% 920

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return