SFS
NEWR

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

Sowell 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
2021
Q2 		– Sell
-5
Closed – – 2954
2021
Q1 		$0 Buy
+5
New +$332 ﹤0.01% 3358
2020
Q4 		– Sell
-21
Closed -$1K – 2896
2020
Q3 		$1K Hold
21
– – ﹤0.01% 2464
2020
Q2 		$1K Hold
21
– – ﹤0.01% 2405
2020
Q1 		$1K Hold
21
– – ﹤0.01% 2356
2019
Q4 		$1K Sell
21
-26
-55% -$1.69K ﹤0.01% 2461
2019
Q3 		$3K Buy
+47
New +$3.4K ﹤0.01% 2002

Other funds holding NEWR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's NEWR Position: Q2 2021 in Review

Sowell Financial Services sold out of New Relic, Inc. (NEWR) in Q2 2021, closing a stake of 5 shares.

Sowell Financial Services first reported a position in NEWR in Q3 2019 and held it in 6 quarters. The position peaked at $3K in Q3 2019. 215 funds tracked by Wall St. Rank hold NEWR as of Q2 2021.

  • Sowell Financial Services reported no remaining New Relic, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 5 New Relic, Inc. shares in Q2 2021.
  • Sowell Financial Services first reported a position in New Relic, Inc. in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's New Relic, Inc. position peaked at $3K in Q3 2019.
  • 215 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.