Creative Planning’s Medallia, Inc. MDLA Stock Holding History

Creative Planning’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 Q4	–	Sell	-11,092	Closed	-$376K	–	2264
2021 Q3	$376K	Sell	11,092 -4,997	-31%	-$167K	﹤0.01%	1460
2021 Q2	$543K	Buy	+16,089	New	+$462K	﹤0.01%	1235

Creative Planning's MDLA Position: Q4 2021 in Review

Creative Planning sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 11,092 shares — an estimated $376K sold.

Creative Planning first reported a position in MDLA in Q2 2021 and held it in 2 quarters. The position peaked at $543K in Q2 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

Creative Planning reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
Creative Planning sold 11,092 Medallia, Inc. shares in Q4 2021, an estimated $376K.
Creative Planning first reported a position in Medallia, Inc. in Q2 2021 and held it in 2 quarters.
Creative Planning's Medallia, Inc. position peaked at $543K in Q2 2021.
0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.