WealthStone’s New Relic, Inc. NEWR Stock Holding History

WealthStone’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 Q3	–	Sell	-5,500	Closed	-$379K	–	253
2020 Q2	$379K	Buy	+5,500	New	+$328K	0.18%	91

Other funds holding NEWR

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

MCMC

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

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthStone's NEWR Position: Q3 2020 in Review

WealthStone sold out of New Relic, Inc. (NEWR) in Q3 2020, closing a stake of 5,500 shares — an estimated $379K sold.

WealthStone first reported a position in NEWR in Q2 2020 and held it in 1 quarter. The position peaked at $379K in Q2 2020. 211 funds tracked by Wall St. Rank hold NEWR as of Q3 2020.

WealthStone reported no remaining New Relic, Inc. position as of Q3 2020 after selling out during the quarter.
WealthStone sold 5,500 New Relic, Inc. shares in Q3 2020, an estimated $379K.
WealthStone first reported a position in New Relic, Inc. in Q2 2020 and held it in 1 quarter.
WealthStone's New Relic, Inc. position peaked at $379K in Q2 2020.
211 funds tracked by Wall St. Rank held New Relic, Inc. as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.