WSTAM
NEWR

Wilbanks Smith & Thomas Asset Management’s New Relic, Inc. NEWR Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-36
Closed -$3K – 1387
2018
Q3 		$3K Buy
+36
New +$3.73K ﹤0.01% 1356

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NEWR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of New Relic, Inc. (NEWR) in Q4 2018, closing a stake of 36 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NEWR in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 293 funds tracked by Wall St. Rank hold NEWR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining New Relic, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 36 New Relic, Inc. shares in Q4 2018, an estimated $3K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in New Relic, Inc. in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's New Relic, Inc. position peaked at $3K in Q3 2018.
  • 293 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.