TFM
NEWR

TFC Financial Management’s New Relic, Inc. NEWR Stock Holding History

TFC Financial 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
2023
Q2 		– Sell
-3
Closed -$226 – 785
2023
Q1 		$226 Buy
+3
New +$203 ﹤0.01% 627

Other funds holding NEWR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

TFC Financial Management's NEWR Position: Q2 2023 in Review

TFC Financial Management sold out of New Relic, Inc. (NEWR) in Q2 2023, closing a stake of 3 shares — an estimated $226 sold.

TFC Financial Management first reported a position in NEWR in Q1 2023 and held it in 1 quarter. The position peaked at $226 in Q1 2023. 278 funds tracked by Wall St. Rank hold NEWR as of Q2 2023.

  • TFC Financial Management reported no remaining New Relic, Inc. position as of Q2 2023 after selling out during the quarter.
  • TFC Financial Management sold 3 New Relic, Inc. shares in Q2 2023, an estimated $226.
  • TFC Financial Management first reported a position in New Relic, Inc. in Q1 2023 and held it in 1 quarter.
  • TFC Financial Management's New Relic, Inc. position peaked at $226 in Q1 2023.
  • 278 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.