Stratos Wealth Partners’s New Relic, Inc. NEWR Stock Holding History

Stratos Wealth Partners’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	-5,341	Closed	-$457K	–	1437
2023 Q3	$457K	Buy	+5,341	New	+$430K	0.01%	848
2018 Q2	–	Sell	-1,901	Closed	-$141K	–	2742
2018 Q1	$141K	Buy	+1,901	New	+$127K	0.01%	1033

Other funds holding NEWR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Stratos Wealth Partners's NEWR Position: Q4 2023 in Review

Stratos Wealth Partners sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 5,341 shares — an estimated $457K sold.

Stratos Wealth Partners first reported a position in NEWR in Q1 2018 and held it in 2 quarters. The position peaked at $457K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Stratos Wealth Partners reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Partners sold 5,341 New Relic, Inc. shares in Q4 2023, an estimated $457K.
Stratos Wealth Partners first reported a position in New Relic, Inc. in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's New Relic, Inc. position peaked at $457K in Q3 2023.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.