AWE
MDLA

Avidian Wealth Enterprises’s Medallia, Inc. MDLA Stock Holding History

Avidian Wealth Enterprises’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
-9,800
Closed -$331K – 431
2021
Q2 		$331K Sell
9,800
-1,200
-11% -$34.5K 0.03% 293
2021
Q1 		$307K Buy
+11,000
New +$408K 0.03% 282

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 $5.72T AUM 30.48% 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

Avidian Wealth Enterprises's MDLA Position: Q3 2021 in Review

Avidian Wealth Enterprises sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 9,800 shares — an estimated $331K sold.

Avidian Wealth Enterprises first reported a position in MDLA in Q1 2021 and held it in 2 quarters. The position peaked at $331K in Q2 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • Avidian Wealth Enterprises reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,800 Medallia, Inc. shares in Q3 2021, an estimated $331K.
  • Avidian Wealth Enterprises first reported a position in Medallia, Inc. in Q1 2021 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Medallia, Inc. position peaked at $331K in Q2 2021.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2021, filed 10 Nov 2021.