Steward Partners Investment Advisory’s New Relic, Inc. NEWR Stock Holding History

Steward Partners Investment Advisory’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
2023 Q4	–	Sell	-615	Closed	-$52.7K	–	3619
2023 Q3	$52.7K	Buy	615 +41	+7%	+$3.31K	﹤0.01%	1886
2023 Q2	$37.6K	Buy	574 +69	+14%	+$4.98K	﹤0.01%	2001
2023 Q1	$38K	Sell	505 -250	-33%	-$16.9K	﹤0.01%	1975
2022 Q4	$42.6K	Hold	755	–	–	﹤0.01%	1904
2022 Q3	$43K	Buy	+755	New	+$45.3K	﹤0.01%	1860

Other funds holding NEWR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Steward Partners Investment Advisory's NEWR Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 615 shares — an estimated $52.7K sold.

Steward Partners Investment Advisory first reported a position in NEWR in Q3 2022 and held it in 5 quarters. The position peaked at $52.7K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Steward Partners Investment Advisory reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 615 New Relic, Inc. shares in Q4 2023, an estimated $52.7K.
Steward Partners Investment Advisory first reported a position in New Relic, Inc. in Q3 2022 and held it in 5 quarters.
Steward Partners Investment Advisory's New Relic, Inc. position peaked at $52.7K in Q3 2023.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.