RIA
NEWR

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

Realta 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
2020
Q1 		– Sell
-480
Closed -$33K – 1492
2019
Q4 		$33K Hold
480
– – 0.01% 780
2019
Q3 		$30K Sell
480
-170
-26% -$12.3K 0.01% 808
2019
Q2 		$56K Sell
650
-90
-12% -$8.89K 0.02% 645
2019
Q1 		$73K Buy
+740
New +$73.3K 0.03% 461

Other funds holding NEWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Realta Investment Advisors's NEWR Position: Q1 2020 in Review

Realta Investment Advisors sold out of New Relic, Inc. (NEWR) in Q1 2020, closing a stake of 480 shares — an estimated $33K sold.

Realta Investment Advisors first reported a position in NEWR in Q1 2019 and held it in 4 quarters. The position peaked at $73K in Q1 2019. 215 funds tracked by Wall St. Rank hold NEWR as of Q1 2020.

  • Realta Investment Advisors reported no remaining New Relic, Inc. position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 480 New Relic, Inc. shares in Q1 2020, an estimated $33K.
  • Realta Investment Advisors first reported a position in New Relic, Inc. in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's New Relic, Inc. position peaked at $73K in Q1 2019.
  • 215 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.