WFA
NEWR

Wipfli Financial Advisors’s New Relic, Inc. NEWR Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$10K Buy
+176
New +$10.6K ﹤0.01% 1861

Other funds holding NEWR

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ClearBridge Investments
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

Wipfli Financial Advisors's NEWR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in New Relic, Inc. (NEWR) in Q3 2022: 176 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1861 among its holdings.

259 funds tracked by Wall St. Rank hold NEWR as of Q3 2022.

  • Wipfli Financial Advisors held 176 shares of New Relic, Inc. worth $10K as of Q3 2022.
  • New Relic, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • New Relic, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1861 holding.
  • 259 funds tracked by Wall St. Rank held New Relic, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.