WWP
NEWR

WR Wealth Planners’s New Relic, Inc. NEWR Stock Holding History

WR Wealth Planners’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
-50
Closed -$4.28K – 911
2023
Q3 		$4.28K Hold
50
– – ﹤0.01% 695
2023
Q2 		$3.27K Hold
50
– – ﹤0.01% 728
2023
Q1 		$3.77K Buy
+50
New +$3.38K ﹤0.01% 721

Other funds holding NEWR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

WR Wealth Planners's NEWR Position: Q4 2023 in Review

WR Wealth Planners sold out of New Relic, Inc. (NEWR) in Q4 2023, closing a stake of 50 shares — an estimated $4.28K sold.

WR Wealth Planners first reported a position in NEWR in Q1 2023 and held it in 3 quarters. The position peaked at $4.28K in Q3 2023. 3 funds tracked by Wall St. Rank hold NEWR as of Q4 2023.

  • WR Wealth Planners reported no remaining New Relic, Inc. position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 50 New Relic, Inc. shares in Q4 2023, an estimated $4.28K.
  • WR Wealth Planners first reported a position in New Relic, Inc. in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's New Relic, Inc. position peaked at $4.28K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held New Relic, Inc. as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.