Wealthcare Advisory Partners’s New Relic, Inc. NEWR Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-400	Closed	-$25K	–	1999
2021 Q1	$25K	Buy	+400	New	+$26.6K	﹤0.01%	1130
2020 Q2	–	Sell	-400	Closed	-$18K	–	1445
2020 Q1	$18K	Hold	400	–	–	﹤0.01%	767
2019 Q4	$26K	Hold	400	–	–	﹤0.01%	696
2019 Q3	$25K	Hold	400	–	–	﹤0.01%	696
2019 Q2	$35K	Hold	400	–	–	0.01%	589
2019 Q1	$39K	Hold	400	–	–	0.01%	518
2018 Q4	$32K	Buy	400 +100	+33%	+$8.42K	0.01%	531
2018 Q3	$28K	Hold	300	–	–	0.01%	595
2018 Q2	$30K	Buy	+300	New	+$26.6K	0.01%	571

Other funds holding NEWR

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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

MCMC

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Advisory Partners's NEWR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of New Relic, Inc. (NEWR) in Q2 2021, closing a stake of 400 shares — an estimated $25K sold.

Wealthcare Advisory Partners first reported a position in NEWR in Q2 2018 and held it in 9 quarters. The position peaked at $39K in Q1 2019. 215 funds tracked by Wall St. Rank hold NEWR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining New Relic, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 400 New Relic, Inc. shares in Q2 2021, an estimated $25K.
Wealthcare Advisory Partners first reported a position in New Relic, Inc. in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's New Relic, Inc. position peaked at $39K in Q1 2019.
215 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.