TCI Wealth Advisors’s New Relic, Inc. NEWR Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-10	Closed	-$753	–	2448
2023 Q1	$753	Sell	10 -15	-60%	-$1.01K	﹤0.01%	2149
2022 Q4	$1.41K	Hold	25	–	–	﹤0.01%	2046
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	2210
2022 Q2	$1K	Sell	25 -57	-70%	-$3.16K	﹤0.01%	2233
2022 Q1	$5K	Hold	82	–	–	﹤0.01%	1633
2021 Q4	$9K	Hold	82	–	–	﹤0.01%	1287
2021 Q3	$6K	Hold	82	–	–	﹤0.01%	1535
2021 Q2	$5K	Buy	82 +67	+447%	+$4.31K	﹤0.01%	1510
2021 Q1	$1K	Buy	+15	New	+$997	﹤0.01%	2132

Other funds holding NEWR

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

TCI Wealth Advisors's NEWR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of New Relic, Inc. (NEWR) in Q2 2023, closing a stake of 10 shares — an estimated $753 sold.

TCI Wealth Advisors first reported a position in NEWR in Q1 2021 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 278 funds tracked by Wall St. Rank hold NEWR as of Q2 2023.

TCI Wealth Advisors reported no remaining New Relic, Inc. position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 10 New Relic, Inc. shares in Q2 2023, an estimated $753.
TCI Wealth Advisors first reported a position in New Relic, Inc. in Q1 2021 and held it in 9 quarters.
TCI Wealth Advisors's New Relic, Inc. position peaked at $9K in Q4 2021.
278 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.