TWP
NEWR

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

TFO 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
-3
Closed -$196 – 1115
2023
Q3 		$196 Buy
+3
New +$242 ﹤0.01% 809

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

TFO Wealth Partners sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 3 shares — an estimated $196 sold.

TFO Wealth Partners first reported a position in NEWR in Q3 2023 and held it in 1 quarter. The position peaked at $196 in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • TFO Wealth Partners reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 3 New Relic, Inc. shares in Q4 2023, an estimated $196.
  • TFO Wealth Partners first reported a position in New Relic, Inc. in Q3 2023 and held it in 1 quarter.
  • TFO Wealth Partners's New Relic, Inc. position peaked at $196 in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.