Bordeaux Wealth Advisors’s Medallia, Inc. MDLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-24,690
Closed -$836K 102
2021
Q3
$836K Hold
24,690
0.47% 34
2021
Q2
$833K Hold
24,690
0.48% 34
2021
Q1
$689K Hold
24,690
0.48% 32
2020
Q4
$820K Buy
+24,690
New +$787K 0.62% 24

Bordeaux Wealth Advisors's MDLA Position: Q4 2021 in Review

Bordeaux Wealth Advisors sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 24,690 shares — an estimated $836K sold.

Bordeaux Wealth Advisors first reported a position in MDLA in Q4 2020 and held it in 4 quarters. The position peaked at $836K in Q3 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • Bordeaux Wealth Advisors reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 24,690 Medallia, Inc. shares in Q4 2021, an estimated $836K.
  • Bordeaux Wealth Advisors first reported a position in Medallia, Inc. in Q4 2020 and held it in 4 quarters.
  • Bordeaux Wealth Advisors's Medallia, Inc. position peaked at $836K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2021, filed 27 Jan 2022.