FFA
MDLA

Founders Financial Alliance’s Medallia, Inc. MDLA Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-228
Closed -$6K – 1370
2020
Q3 		$6K Buy
+228
New +$6.92K ﹤0.01% 941

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 $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Founders Financial Alliance's MDLA Position: Q4 2020 in Review

Founders Financial Alliance sold out of Medallia, Inc. (MDLA) in Q4 2020, closing a stake of 228 shares — an estimated $6K sold.

Founders Financial Alliance first reported a position in MDLA in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q4 2020.

  • Founders Financial Alliance reported no remaining Medallia, Inc. position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 228 Medallia, Inc. shares in Q4 2020, an estimated $6K.
  • Founders Financial Alliance first reported a position in Medallia, Inc. in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Medallia, Inc. position peaked at $6K in Q3 2020.
  • 192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.