SSWM
NEWR

Sheets Smith Wealth Management’s New Relic, Inc. NEWR Stock Holding History

Sheets Smith Wealth Management’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
2019
Q2 		– Sell
-4,895
Closed -$483K – 337
2019
Q1 		$483K Buy
+4,895
New +$485K 0.1% 205
2018
Q4 		– Sell
-4,818
Closed -$454K – 330
2018
Q3 		$454K Buy
4,818
+50
+1% +$5.18K 0.09% 230
2018
Q2 		$480K Buy
4,768
+47
+1% +$4.17K 0.11% 200
2018
Q1 		$350K Buy
+4,721
New +$316K 0.08% 234

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BlackRock
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CIP
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Fidelity Investments
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ClearBridge Investments
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First Trust Advisors
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return