VPIM
NEWR

Vanguard Personalized Indexing Management’s New Relic, Inc. NEWR Stock Holding History

Vanguard Personalized Indexing 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
Q4 		– Sell
-2,471
Closed -$212K – 1652
2023
Q3 		$212K Buy
+2,471
New +$199K 0.01% 1280

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Vanguard Personalized Indexing Management's NEWR Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 2,471 shares — an estimated $212K sold.

Vanguard Personalized Indexing Management first reported a position in NEWR in Q3 2023 and held it in 1 quarter. The position peaked at $212K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • Vanguard Personalized Indexing Management reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,471 New Relic, Inc. shares in Q4 2023, an estimated $212K.
  • Vanguard Personalized Indexing Management first reported a position in New Relic, Inc. in Q3 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's New Relic, Inc. position peaked at $212K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.