AWM
MDLA

Alterna Wealth Management’s Medallia, Inc. MDLA Stock Holding History

Alterna Wealth Management’s Portfolio MDLA Stock Details MDLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$831K Buy
+25,000
New +$797K 1.05% 31

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Alterna Wealth Management's MDLA Position: Q4 2020 in Review

Alterna Wealth Management opened a new position in Medallia, Inc. (MDLA) in Q4 2020: 25,000 shares worth $831K. The stake represents 1.05% of the portfolio and ranks #31 among its holdings.

192 funds tracked by Wall St. Rank hold MDLA as of Q4 2020.

  • Alterna Wealth Management held 25,000 shares of Medallia, Inc. worth $831K as of Q4 2020.
  • Medallia, Inc. was a new Alterna Wealth Management position in Q4 2020.
  • Medallia, Inc. made up 1.05% of Alterna Wealth Management's portfolio in Q4 2020, its #31 holding.
  • 192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.