CAPTRUST Financial 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
-21
Closed -$1K 5081
2021
Q3
$1K Sell
21
-5,572
-100% -$186K ﹤0.01% 4555
2021
Q2
$189K Buy
5,593
+1,240
+28% +$35.6K ﹤0.01% 1566
2021
Q1
$121K Buy
4,353
+1,751
+67% +$65K ﹤0.01% 1816
2020
Q4
$86K Buy
+2,602
New +$83K ﹤0.01% 1577

CAPTRUST Financial Advisors's MDLA Position: Q4 2021 in Review

CAPTRUST Financial Advisors sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 21 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in MDLA in Q4 2020 and held it in 4 quarters. The position peaked at $189K in Q2 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • CAPTRUST Financial Advisors reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 21 Medallia, Inc. shares in Q4 2021, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Medallia, Inc. in Q4 2020 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Medallia, Inc. position peaked at $189K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.