Toth Financial Advisory’s New Relic, Inc. NEWR Stock Holding History

Toth Financial 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
2020 Q1	–	Sell	-30	Closed	-$2K	–	536
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	440
2019 Q3	$2K	Sell	30 -370	-93%	-$26.8K	﹤0.01%	434
2019 Q2	$35K	Sell	400 -2,640	-87%	-$261K	0.01%	239
2019 Q1	$300K	Buy	+3,040	New	+$301K	0.07%	139

Other funds holding NEWR

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Toth Financial Advisory's NEWR Position: Q1 2020 in Review

Toth Financial Advisory sold out of New Relic, Inc. (NEWR) in Q1 2020, closing a stake of 30 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in NEWR in Q1 2019 and held it in 4 quarters. The position peaked at $300K in Q1 2019. 215 funds tracked by Wall St. Rank hold NEWR as of Q1 2020.

Toth Financial Advisory reported no remaining New Relic, Inc. position as of Q1 2020 after selling out during the quarter.
Toth Financial Advisory sold 30 New Relic, Inc. shares in Q1 2020, an estimated $2K.
Toth Financial Advisory first reported a position in New Relic, Inc. in Q1 2019 and held it in 4 quarters.
Toth Financial Advisory's New Relic, Inc. position peaked at $300K in Q1 2019.
215 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2020.

Based on Toth Financial Advisory's 13F filing for Q1 2020, filed 20 Apr 2020.