BDWM
MDLA

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

Brewin Dolphin 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
Q3 		– Sell
-1,000
Closed -$25.2K – 319
2020
Q2 		$25.2K Hold
1,000
– – 0.01% 199
2020
Q1 		$20K Hold
1,000
– – 0.01% 145
2019
Q4 		$31.1K Hold
1,000
– – 0.01% 139
2019
Q3 		$27.4K Buy
+1,000
New +$35.5K 0.01% 136

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Brewin Dolphin Wealth Management's MDLA Position: Q3 2020 in Review

Brewin Dolphin Wealth Management sold out of Medallia, Inc. (MDLA) in Q3 2020, closing a stake of 1,000 shares — an estimated $25.2K sold.

Brewin Dolphin Wealth Management first reported a position in MDLA in Q3 2019 and held it in 4 quarters. The position peaked at $31.1K in Q4 2019. 172 funds tracked by Wall St. Rank hold MDLA as of Q3 2020.

  • Brewin Dolphin Wealth Management reported no remaining Medallia, Inc. position as of Q3 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 1,000 Medallia, Inc. shares in Q3 2020, an estimated $25.2K.
  • Brewin Dolphin Wealth Management first reported a position in Medallia, Inc. in Q3 2019 and held it in 4 quarters.
  • Brewin Dolphin Wealth Management's Medallia, Inc. position peaked at $31.1K in Q4 2019.
  • 172 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2023.