SWM
NEWR

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

Spire 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
2022
Q1 		– Sell
-16
Closed -$2K – 2966
2021
Q4 		$2K Buy
+16
New +$1.54K ﹤0.01% 2832

Other funds holding NEWR

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MCMC
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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Spire Wealth Management's NEWR Position: Q1 2022 in Review

Spire Wealth Management sold out of New Relic, Inc. (NEWR) in Q1 2022, closing a stake of 16 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in NEWR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 257 funds tracked by Wall St. Rank hold NEWR as of Q1 2022.

  • Spire Wealth Management reported no remaining New Relic, Inc. position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 16 New Relic, Inc. shares in Q1 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in New Relic, Inc. in Q4 2021 and held it in 1 quarter.
  • Spire Wealth Management's New Relic, Inc. position peaked at $2K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.