APA
MDLA

American Portfolios Advisors’s Medallia, Inc. MDLA Stock Holding History

American Portfolios Advisors’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
2021
Q3 		– Sell
-891
Closed -$30.1K – 3570
2021
Q2 		$30.1K Sell
891
-566
-39% -$16.3K ﹤0.01% 2007
2021
Q1 		$40.6K Buy
1,457
+707
+94% +$26.2K ﹤0.01% 1696
2020
Q4 		$24.9K Buy
750
+297
+66% +$9.47K ﹤0.01% 1716
2020
Q3 		$12.4K Buy
453
+418
+1,194% +$12.7K ﹤0.01% 1892
2020
Q2 		$883 Buy
+35
New +$836 ﹤0.01% 2700

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Portfolios Advisors's MDLA Position: Q3 2021 in Review

American Portfolios Advisors sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 891 shares — an estimated $30.1K sold.

American Portfolios Advisors first reported a position in MDLA in Q2 2020 and held it in 5 quarters. The position peaked at $40.6K in Q1 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • American Portfolios Advisors reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 891 Medallia, Inc. shares in Q3 2021, an estimated $30.1K.
  • American Portfolios Advisors first reported a position in Medallia, Inc. in Q2 2020 and held it in 5 quarters.
  • American Portfolios Advisors's Medallia, Inc. position peaked at $40.6K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.