AWM
MDLA

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

Avior 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
2021
Q2 		– Sell
-400
Closed -$11K – 1169
2021
Q1 		$11K Buy
+400
New +$14.8K ﹤0.01% 749

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Avior Wealth Management's MDLA Position: Q2 2021 in Review

Avior Wealth Management sold out of Medallia, Inc. (MDLA) in Q2 2021, closing a stake of 400 shares — an estimated $11K sold.

Avior Wealth Management first reported a position in MDLA in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q2 2021.

  • Avior Wealth Management reported no remaining Medallia, Inc. position as of Q2 2021 after selling out during the quarter.
  • Avior Wealth Management sold 400 Medallia, Inc. shares in Q2 2021, an estimated $11K.
  • Avior Wealth Management first reported a position in Medallia, Inc. in Q1 2021 and held it in 1 quarter.
  • Avior Wealth Management's Medallia, Inc. position peaked at $11K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q2 2021.

Based on Avior Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.