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

Other funds holding NEWR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheets Smith Wealth Management's NEWR Position: Q2 2019 in Review

Sheets Smith Wealth Management sold out of New Relic, Inc. (NEWR) in Q2 2019, closing a stake of 4,895 shares — an estimated $483K sold.

Sheets Smith Wealth Management first reported a position in NEWR in Q1 2018 and held it in 4 quarters. The position peaked at $483K in Q1 2019. 294 funds tracked by Wall St. Rank hold NEWR as of Q2 2019.

Sheets Smith Wealth Management reported no remaining New Relic, Inc. position as of Q2 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,895 New Relic, Inc. shares in Q2 2019, an estimated $483K.
Sheets Smith Wealth Management first reported a position in New Relic, Inc. in Q1 2018 and held it in 4 quarters.
Sheets Smith Wealth Management's New Relic, Inc. position peaked at $483K in Q1 2019.
294 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2019, filed 12 Jul 2019.