TSWM
NEWR

Tyler-Stone Wealth Management’s New Relic, Inc. NEWR Stock Holding History

Tyler-Stone Wealth 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
Q3 		– Sell
-200
Closed -$13K – 969
2023
Q2 		$13K Buy
+200
New +$14.4K 0.01% 561
2022
Q4 		$11K Hold
200
– – 0.01% 551
2022
Q3 		$11K Hold
200
– – 0.01% 531
2022
Q2 		$10K Hold
200
– – 0.01% 566
2022
Q1 		$13K Hold
200
– – 0.01% 535
2021
Q4 		$22K Buy
+200
New +$19.3K 0.01% 483

Other funds holding NEWR

Vanguard Group
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
UBS O'Connor
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Pentwater Capital Management
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Tyler-Stone Wealth Management's NEWR Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of New Relic, Inc. (NEWR) in Q3 2023, closing a stake of 200 shares — an estimated $13K sold.

Tyler-Stone Wealth Management first reported a position in NEWR in Q4 2021 and held it in 6 quarters. The position peaked at $22K in Q4 2021. 272 funds tracked by Wall St. Rank hold NEWR as of Q3 2023.

  • Tyler-Stone Wealth Management reported no remaining New Relic, Inc. position as of Q3 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 New Relic, Inc. shares in Q3 2023, an estimated $13K.
  • Tyler-Stone Wealth Management first reported a position in New Relic, Inc. in Q4 2021 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's New Relic, Inc. position peaked at $22K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held New Relic, Inc. as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.