Vishria Bird Financial Group’s New Relic, Inc. NEWR Stock Holding History

Vishria Bird Financial Group’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	-6,643	Closed	-$569K	–	61
2023 Q3	$569K	Hold	6,643	–	–	0.32%	33
2023 Q2	$435K	Sell	6,643 -9,624	-59%	-$694K	0.26%	37
2023 Q1	$1.23M	Hold	16,267	–	–	0.78%	23
2022 Q4	$918K	Hold	16,267	–	–	0.64%	25
2022 Q3	$933K	Hold	16,267	–	–	0.63%	26
2022 Q2	$814K	Hold	16,267	–	–	0.54%	27
2022 Q1	$1.09M	Hold	16,267	–	–	0.6%	23
2021 Q4	$1.79M	Buy	+16,267	New	+$1.57M	0.83%	23

Other funds holding NEWR

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

Vishria Bird Financial Group's NEWR Position: Q4 2023 in Review

Vishria Bird Financial Group sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 6,643 shares — an estimated $569K sold.

Vishria Bird Financial Group first reported a position in NEWR in Q4 2021 and held it in 8 quarters. The position peaked at $1.79M in Q4 2021. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

Vishria Bird Financial Group reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
Vishria Bird Financial Group sold 6,643 New Relic, Inc. shares in Q4 2023, an estimated $569K.
Vishria Bird Financial Group first reported a position in New Relic, Inc. in Q4 2021 and held it in 8 quarters.
Vishria Bird Financial Group's New Relic, Inc. position peaked at $1.79M in Q4 2021.
3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on Vishria Bird Financial Group's 13F filing for Q4 2023, filed 25 Jan 2024.