Envestnet Asset Management’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
-9,326
Closed -$316K 3994
2021
Q3
$316K Sell
9,326
-48,268
-84% -$1.61M ﹤0.01% 3266
2021
Q2
$1.94M Sell
57,594
-2,604
-4% -$74.9K ﹤0.01% 2072
2021
Q1
$1.68M Buy
60,198
+12,423
+26% +$461K ﹤0.01% 2054
2020
Q4
$1.59M Buy
47,775
+21,438
+81% +$683K ﹤0.01% 1904
2020
Q3
$722K Buy
26,337
+8,506
+48% +$258K ﹤0.01% 2231
2020
Q2
$450K Buy
+17,831
New +$426K ﹤0.01% 2477

Envestnet Asset Management's MDLA Position: Q4 2021 in Review

Envestnet Asset Management sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 9,326 shares — an estimated $316K sold.

Envestnet Asset Management first reported a position in MDLA in Q2 2020 and held it in 6 quarters. The position peaked at $1.94M in Q2 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • Envestnet Asset Management reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 9,326 Medallia, Inc. shares in Q4 2021, an estimated $316K.
  • Envestnet Asset Management first reported a position in Medallia, Inc. in Q2 2020 and held it in 6 quarters.
  • Envestnet Asset Management's Medallia, Inc. position peaked at $1.94M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Envestnet Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.