FinTrust Capital Advisors’s Medallia, Inc. MDLA Stock Holding History

FinTrust Capital Advisors’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 Q1	–	Sell	-290	Closed	-$10K	–	1191
2020 Q4	$10K	Sell	290 -12	-4%	-$383	﹤0.01%	854
2020 Q3	$8	Buy	302 +229	+314%	+$6.95K	﹤0.01%	878
2020 Q2	$2K	Buy	73 +12	+20%	+$287	﹤0.01%	987
2020 Q1	$1K	Buy	61 +17	+39%	+$457	﹤0.01%	1092
2019 Q4	$1K	Hold	44	–	–	﹤0.01%	1059
2019 Q3	$1K	Buy	+44	New	+$1.56K	﹤0.01%	1046

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FinTrust Capital Advisors's MDLA Position: Q1 2021 in Review

FinTrust Capital Advisors sold out of Medallia, Inc. (MDLA) in Q1 2021, closing a stake of 290 shares — an estimated $10K sold.

FinTrust Capital Advisors first reported a position in MDLA in Q3 2019 and held it in 6 quarters. The position peaked at $10K in Q4 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q1 2021.

FinTrust Capital Advisors reported no remaining Medallia, Inc. position as of Q1 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 290 Medallia, Inc. shares in Q1 2021, an estimated $10K.
FinTrust Capital Advisors first reported a position in Medallia, Inc. in Q3 2019 and held it in 6 quarters.
FinTrust Capital Advisors's Medallia, Inc. position peaked at $10K in Q4 2020.
192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q1 2021.

Based on FinTrust Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.